Filed December 9, 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 | $153,939 | $57,590+167.3% | $86,233+78.5% | $82,448+86.7% |
| Participation rate | 76.9% | 57.9%+19.1pp | 69.0%+7.9pp | 68.1%+8.9pp |
| Annual return | 14.25% | 22.41%-8.2pp | 61.39%-47.1pp | 41.64%-27.4pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,185 | $3,080+3.4% | $4,559-30.1% | $4,139-23.1% |
| Admin fee / account holder | $9,249 | $4,730+95.5% | $8,342+10.9% | $7,234+27.8% |