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.)
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 | $107,272 | $80,717+32.9% | $154,803-30.7% | $84,808+26.5% |
| Participation rate | 82.9% | 66.8%+16.0pp | 78.1%+4.8pp | 68.3%+14.5pp |
| Annual return | 7.80% | 37.96%-30.2pp | 58.88%-51.1pp | 40.90%-33.1pp |
| Employer contribution / active EE | $7,179 | $2,761+160.0% | $4,305+66.7% | $2,631+172.9% |
| Participant deferral / active EE | $731 | $3,303-77.9% | $5,540-86.8% | $4,212-82.6% |
| Admin fee / account holder | $51,525 | $6,746+663.8% | $14,329+259.6% | $7,344+601.6% |