Filed May 25, 1995
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $105,043 | $67,331+56.0% | $60,874+72.6% | $134,475-21.9% |
| Participation rate | 57.1% | 76.2%-19.0pp | 73.1%-16.0pp | 81.2%-24.1pp |
| Annual return | -15.88% | 49.93%-65.8pp | 16.90%-32.8pp | 417.96%-433.8pp |
| Employer contribution / active EE | $1,614 | $3,096-47.9% | $2,701-40.3% | $4,740-66.0% |
| Participant deferral / active EE | $9,221 | $4,538+103.2% | $3,817+141.6% | $6,400+44.1% |
| Admin fee / account holder | $5 | $4,582-99.9% | $3,224-99.8% | $11,426-100.0% |