Filed April 25, 1996
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,666 | $88,594-82.3% | $70,092-77.6% | $134,475-88.4% |
| Participation rate | 91.7% | 74.9%+16.7pp | 70.5%+21.2pp | 81.2%+10.4pp |
| Annual return | -16.86% | 442.67%-459.5pp | 190.73%-207.6pp | 417.96%-434.8pp |
| Employer contribution / active EE | $2,586 | $3,233-20.0% | $2,559+1.1% | $4,740-45.4% |
| Participant deferral / active EE | $4,857 | $4,772+1.8% | $3,849+26.2% | $6,400-24.1% |
| Admin fee / account holder | $62 | $10,441-99.4% | $6,267-99.0% | $11,426-99.5% |