Filed September 28, 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.
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 | $180,009 | $54,762+228.7% | $90,281+99.4% | $72,985+146.6% |
| Participation rate | 68.8% | 65.1%+3.6pp | 73.3%-4.5pp | 69.5%-0.7pp |
| Annual return | 0.78% | 30.63%-29.8pp | 78.10%-77.3pp | 81.00%-80.2pp |
| Employer contribution / active EE | $837 | $2,092-60.0% | $2,854-70.7% | $2,440-65.7% |
| Participant deferral / active EE | $2,370 | $2,887-17.9% | $3,885-39.0% | $3,607-34.3% |
| Admin fee / account holder | $58 | $3,972-98.5% | $5,351-98.9% | $5,124-98.9% |