Filed September 25, 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $21,591 | $69,977-69.1% | $108,579-80.1% | $62,891-65.7% |
| Participation rate | 81.0% | 72.9%+8.1pp | 79.6%+1.5pp | 69.3%+11.7pp |
| Annual return | 6.57% | 10.73%-4.2pp | -51.70%+58.3pp | 20.14%-13.6pp |
| Employer contribution / active EE | $3,229 | $2,135+51.3% | $3,758-14.1% | $2,281+41.6% |
| Participant deferral / active EE | $2,126 | $3,165-32.8% | $4,311-50.7% | $3,203-33.6% |
| Admin fee / account holder | $216 | $5,076-95.7% | $7,645-97.2% | $4,296-95.0% |