Filed October 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.
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 | $132,314 | $92,222+43.5% | $76,768+72.4% | $135,375-2.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -8.45% | 5.46%-13.9pp | 2.43%-10.9pp | 519.73%-528.2pp |
| Employer contribution / active EE | $2,752 | $3,216-14.4% | $2,485+10.7% | $4,779-42.4% |
| Participant deferral / active EE | $5,299 | $4,509+17.5% | $3,852+37.6% | $5,609-5.5% |
| Admin fee / account holder | $150 | $10,748-98.6% | $6,675-97.7% | $10,827-98.6% |