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.
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 | $21,882 | $69,977-68.7% | $108,579-79.8% | $62,891-65.2% |
| Participation rate | 94.9% | 72.9%+22.0pp | 79.6%+15.3pp | 69.3%+25.6pp |
| Annual return | 8.14% | 10.73%-2.6pp | -51.70%+59.8pp | 20.14%-12.0pp |
| Employer contribution / active EE | $1,585 | $2,135-25.7% | $3,758-57.8% | $2,281-30.5% |
| Participant deferral / active EE | $1,467 | $3,165-53.6% | $4,311-66.0% | $3,203-54.2% |
| Admin fee / account holder | $29 | $5,076-99.4% | $7,645-99.6% | $4,296-99.3% |