Filed December 16, 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 | $65,458 | $57,354+14.1% | $83,848-21.9% | $64,186+2.0% |
| Participation rate | 90.0% | 68.6%+21.4pp | 76.1%+13.9pp | 69.6%+20.4pp |
| Annual return | -0.24% | 11.38%-11.6pp | 850.88%-851.1pp | 7.63%-7.9pp |
| Employer contribution / active EE | $1,139 | $2,545-55.2% | $3,631-68.6% | $2,381-52.2% |
| Participant deferral / active EE | $5,497 | $2,993+83.7% | $4,082+34.7% | $3,470+58.4% |
| Admin fee / account holder | $203 | $4,046-95.0% | $5,478-96.3% | $4,888-95.8% |