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 | $65,885 | $150,187-56.1% | $120,354-45.3% | $145,922-54.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 13.54% | 154.07%-140.5pp | 107.15%-93.6pp | 561.29%-547.7pp |
| Employer contribution / active EE | $1,993 | $4,348-54.2% | $3,463-42.4% | $4,660-57.2% |
| Participant deferral / active EE | $5,116 | $6,173-17.1% | $4,991+2.5% | $6,688-23.5% |
| Admin fee / account holder | $251 | $12,207-97.9% | $9,423-97.3% | $13,397-98.1% |