Filed December 30, 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 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $15,734 | $43,723-64.0% | $121,196-87.0% | $64,186-75.5% |
| Participation rate | 44.8% | 58.3%-13.5pp | 71.7%-26.9pp | 69.6%-24.7pp |
| Annual return | -7.02% | 68.91%-75.9pp | 16.93%-23.9pp | 7.63%-14.6pp |
| Employer contribution / active EE | $384 | $1,296-70.4% | $4,022-90.4% | $2,381-83.9% |
| Participant deferral / active EE | $1,263 | $2,280-44.6% | $3,344-62.2% | $3,470-63.6% |
| Admin fee / account holder | $66 | $3,501-98.1% | $5,019-98.7% | $4,888-98.7% |