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 | $41,533 | $149,734-72.3% | $118,925-65.1% | $158,922-73.9% |
| Participation rate | 47.8% | 82.1%-34.3pp | 75.4%-27.6pp | 82.0%-34.1pp |
| Annual return | 23.74% | 19.95%+3.8pp | 35.88%-12.1pp | 302.83%-279.1pp |
| Employer contribution / active EE | $1,831 | $4,115-55.5% | $3,263-43.9% | $4,761-61.5% |
| Participant deferral / active EE | $3,530 | $5,223-32.4% | $4,265-17.2% | $5,982-41.0% |
| Admin fee / account holder | $0 | $8,603-100.0% | $6,581-100.0% | $11,246-100.0% |