Filed February 23, 2001
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 | $105,661 | $171,865-38.5% | $149,718-29.4% | $147,584-28.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 23.82% | 2113.22%-2089.4pp | 1501.63%-1477.8pp | 578.55%-554.7pp |
| Employer contribution / active EE | $6,087 | $6,275-3.0% | $5,445+11.8% | $4,876+24.8% |
| Participant deferral / active EE | $12,381 | $7,271+70.3% | $6,569+88.5% | $5,439+127.6% |
| Admin fee / account holder | $107 | $13,799-99.2% | $11,283-99.1% | $10,885-99.0% |