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 8-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.
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 | $48,487 | $41,377+17.2% | $109,313-55.6% | $62,891-22.9% |
| Participation rate | 60.5% | 57.5%+3.0pp | 71.3%-10.7pp | 69.3%-8.8pp |
| Annual return | 8.98% | 11.05%-2.1pp | 22.07%-13.1pp | 20.14%-11.2pp |
| Employer contribution / active EE | $913 | $1,276-28.5% | $3,892-76.6% | $2,281-60.0% |
| Participant deferral / active EE | $2,637 | $2,045+29.0% | $3,166-16.7% | $3,203-17.7% |
| Admin fee / account holder | $262 | $2,884-90.9% | $5,666-95.4% | $4,296-93.9% |