Filed December 31, 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.
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 | $42,815 | $67,606-36.7% | $82,313-48.0% | $70,131-38.9% |
| Participation rate | 86.5% | 72.8%+13.7pp | 76.9%+9.6pp | 69.5%+16.9pp |
| Annual return | 17.47% | 21.57%-4.1pp | 25.88%-8.4pp | 73.14%-55.7pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,396 | $2,987-53.3% | $3,706-62.3% | $3,332-58.1% |
| Admin fee / account holder | $21 | $4,512-99.5% | $5,608-99.6% | $4,645-99.6% |