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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $126,390 | $183,519-31.1% | $155,509-18.7% | $145,922-13.4% |
| Participation rate | 81.0% | 82.7%-1.7pp | 78.2%+2.8pp | 80.3%+0.7pp |
| Annual return | 12.16% | 61.17%-49.0pp | 64.67%-52.5pp | 561.29%-549.1pp |
| Employer contribution / active EE | $8,388 | $5,313+57.9% | $4,672+79.5% | $4,660+80.0% |
| Participant deferral / active EE | $1,824 | $6,462-71.8% | $5,626-67.6% | $6,688-72.7% |
| Admin fee / account holder | $6,571 | $19,313-66.0% | $15,912-58.7% | $13,397-50.9% |