Filed January 6, 1993
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.
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 | $191,443 | $165,335+15.8% | $149,696+27.9% | $158,922+20.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 4.08% | 348.15%-344.1pp | 276.60%-272.5pp | 302.83%-298.7pp |
| Employer contribution / active EE | $4,449 | $5,103-12.8% | $4,644-4.2% | $4,761-6.6% |
| Participant deferral / active EE | $8,389 | $7,181+16.8% | $6,842+22.6% | $5,982+40.2% |
| Admin fee / account holder | $72 | $10,807-99.3% | $9,309-99.2% | $11,246-99.4% |