Filed January 1, 1999
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,434 | $63,299-81.9% | $91,001-87.4% | $62,292-81.6% |
| Participation rate | 98.0% | 73.3%+24.7pp | 75.6%+22.4pp | 69.5%+28.5pp |
| Annual return | 14.69% | 20.99%-6.3pp | 4.60%+10.1pp | 28.90%-14.2pp |
| Employer contribution / active EE | $1,162 | $1,807-35.7% | $2,456-52.7% | $2,042-43.1% |
| Participant deferral / active EE | $0 | $2,943-100.0% | $3,547-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $468-100.0% | $5,417-100.0% | $479-100.0% |