Filed December 14, 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $2,444 | $54,320-95.5% | $67,652-96.4% | $52,331-95.3% |
| Participation rate | 94.3% | 73.6%+20.7pp | 75.7%+18.6pp | 68.1%+26.2pp |
| Annual return | -37.17% | 6.81%-44.0pp | 6625.04%-6662.2pp | 4.54%-41.7pp |
| Employer contribution / active EE | $1,087 | $1,544-29.6% | $2,266-52.0% | $1,882-42.2% |
| Participant deferral / active EE | $1,468 | $2,950-50.3% | $3,560-58.8% | $3,022-51.4% |
| Admin fee / account holder | $216 | $527-58.9% | $4,821-95.5% | $592-63.4% |