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 | $108,343 | $103,376+4.8% | $87,100+24.4% | $152,861-29.1% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.9%+3.1pp | 82.4%-2.4pp |
| Annual return | 23.36% | 28.10%-4.7pp | 28.19%-4.8pp | 345.32%-322.0pp |
| Employer contribution / active EE | $1,013 | $3,220-68.6% | $2,521-59.8% | $4,762-78.7% |
| Participant deferral / active EE | $10,115 | $4,778+111.7% | $4,049+149.9% | $5,850+72.9% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |