Filed March 17, 2000
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 10-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 | $23,827 | $48,364-50.7% | $71,796-66.8% | $62,891-62.1% |
| Participation rate | 97.1% | 60.6%+36.5pp | 69.1%+28.0pp | 69.3%+27.8pp |
| Annual return | 5.11% | 13.16%-8.0pp | 78.04%-72.9pp | 20.14%-15.0pp |
| Employer contribution / active EE | $467 | $1,042-55.1% | $1,924-75.7% | $2,281-79.5% |
| Participant deferral / active EE | $995 | $2,091-52.4% | $2,794-64.4% | $3,203-68.9% |
| Admin fee / account holder | $0 | $3,771-100.0% | $4,815-100.0% | $4,296-100.0% |