Filed September 25, 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.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,795 | $89,739-79.1% | $149,718-87.4% | $62,292-69.8% |
| Participation rate | 90.0% | 85.1%+4.9pp | 87.1%+2.9pp | 69.5%+20.5pp |
| Annual return | 17.55% | 21.01%-3.5pp | 1501.63%-1484.1pp | 28.90%-11.3pp |
| Employer contribution / active EE | $1,747 | $3,233-46.0% | $5,445-67.9% | $2,042-14.5% |
| Participant deferral / active EE | $1,773 | $4,797-63.0% | $6,569-73.0% | $3,169-44.1% |
| Admin fee / account holder | $44 | $551-92.0% | $11,283-99.6% | $479-90.8% |