Filed March 28, 2003
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 | $76,548 | $92,222-17.0% | $76,768-0.3% | $135,375-43.5% |
| Participation rate | 80.0% | 79.8%+0.2pp | 77.0%+3.0pp | 82.6%-2.6pp |
| Annual return | -7.08% | 5.46%-12.5pp | 2.43%-9.5pp | 519.73%-526.8pp |
| Employer contribution / active EE | $1,201 | $3,216-62.6% | $2,485-51.7% | $4,779-74.9% |
| Participant deferral / active EE | $9,827 | $4,509+118.0% | $3,852+155.1% | $5,609+75.2% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |