Filed March 2, 1993
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,127 | $138,044-75.3% | $125,339-72.8% | $134,475-74.6% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -31.89% | 750.33%-782.2pp | 572.05%-603.9pp | 417.96%-449.9pp |
| Employer contribution / active EE | $5,848 | $5,243+11.5% | $4,814+21.5% | $4,740+23.4% |
| Participant deferral / active EE | $11,066 | $7,799+41.9% | $7,446+48.6% | $6,400+72.9% |
| Admin fee / account holder | $116 | $11,571-99.0% | $10,010-98.8% | $11,426-99.0% |