Filed September 29, 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.
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 | $45,361 | $142,405-68.1% | $115,157-60.6% | $152,861-70.3% |
| Participation rate | 71.4% | 82.4%-10.9pp | 75.9%-4.5pp | 82.4%-11.0pp |
| Annual return | 22.78% | 41.48%-18.7pp | 35.60%-12.8pp | 345.32%-322.5pp |
| Employer contribution / active EE | $1,429 | $4,010-64.4% | $3,179-55.0% | $4,762-70.0% |
| Participant deferral / active EE | $4,605 | $5,164-10.8% | $4,168+10.5% | $5,850-21.3% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |