Filed August 26, 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 | $22,270 | $42,383-47.5% | $76,523-70.9% | $64,186-65.3% |
| Participation rate | 56.3% | 58.1%-1.9pp | 68.0%-11.7pp | 69.6%-13.3pp |
| Annual return | -15.09% | -16.54%+1.4pp | -0.27%-14.8pp | 7.63%-22.7pp |
| Employer contribution / active EE | $891 | $1,563-43.0% | $2,647-66.4% | $2,381-62.6% |
| Participant deferral / active EE | $3,188 | $2,566+24.2% | $3,835-16.9% | $3,470-8.1% |
| Admin fee / account holder | $264 | $3,198-91.8% | $4,848-94.6% | $4,888-94.6% |