Filed September 16, 1992
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 8-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,269 | $149,679-93.1% | $117,039-91.2% | $147,584-93.0% |
| Participation rate | 78.9% | 83.5%-4.5pp | 77.2%+1.8pp | 82.8%-3.9pp |
| Annual return | 0.00% | 19.31%-19.3pp | 18.95%-18.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $2,612 | $4,937-47.1% | $3,785-31.0% | $4,876-46.4% |
| Participant deferral / active EE | $5,907 | $4,912+20.3% | $3,929+50.3% | $5,439+8.6% |
| Admin fee / account holder | $34 | $7,856-99.6% | $5,974-99.4% | $10,885-99.7% |