Filed April 28, 1993
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.
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 | $30,755 | $81,900-62.4% | $119,609-74.3% | $68,494-55.1% |
| Participation rate | 92.3% | 71.9%+20.4pp | 79.3%+13.0pp | 67.9%+24.4pp |
| Annual return | 1.94% | -23.82%+25.8pp | -14.97%+16.9pp | -7.84%+9.8pp |
| Employer contribution / active EE | $1,538 | $2,693-42.9% | $4,232-63.6% | $2,596-40.7% |
| Participant deferral / active EE | $760 | $4,148-81.7% | $5,602-86.4% | $4,027-81.1% |
| Admin fee / account holder | $137 | $6,582-97.9% | $10,323-98.7% | $5,403-97.5% |