Filed December 30, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $56,261 | $52,279+7.6% | $89,391-37.1% | $79,858-29.5% |
| Participation rate | 74.1% | 57.5%+16.5pp | 68.0%+6.1pp | 69.6%+4.4pp |
| Annual return | 12.13% | 22.16%-10.0pp | 245.62%-233.5pp | 31.71%-19.6pp |
| Employer contribution / active EE | $1,382 | $1,572-12.0% | $2,586-46.5% | $2,471-44.1% |
| Participant deferral / active EE | $3,528 | $2,740+28.7% | $3,890-9.3% | $3,740-5.7% |
| Admin fee / account holder | $6,773 | $3,356+101.8% | $4,881+38.7% | $5,306+27.6% |