Filed August 14, 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 6-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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,046 | $162,781-98.1% | $133,956-97.7% | $158,922-98.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 0.00% | 41.94%-41.9pp | 45.09%-45.1pp | 302.83%-302.8pp |
| Employer contribution / active EE | $1,023 | $4,975-79.4% | $3,919-73.9% | $4,761-78.5% |
| Participant deferral / active EE | $1,609 | $5,911-72.8% | $5,048-68.1% | $5,982-73.1% |
| Admin fee / account holder | $57 | $11,736-99.5% | $8,927-99.4% | $11,246-99.5% |