Filed January 1, 1997
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 9-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 | $25,898 | $142,405-81.8% | $115,157-77.5% | $152,861-83.1% |
| Participation rate | 56.5% | 82.4%-25.8pp | 75.9%-19.4pp | 82.4%-25.9pp |
| Annual return | 23.38% | 41.48%-18.1pp | 35.60%-12.2pp | 345.32%-321.9pp |
| Employer contribution / active EE | $1,739 | $4,010-56.6% | $3,179-45.3% | $4,762-63.5% |
| Participant deferral / active EE | $3,022 | $5,164-41.5% | $4,168-27.5% | $5,850-48.3% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |