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 | $60,022+156.5% | $88,946+73.1% | $84,808+81.5% |
| Participation rate | 76.9% | 57.8%+19.1pp | 68.8%+8.1pp | 68.3%+8.6pp |
| Annual return | 14.25% | 22.43%-8.2pp | 57.82%-43.6pp | 40.90%-26.6pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,185 | $3,114+2.3% | $4,581-30.5% | $4,212-24.4% |
| Admin fee / account holder | $9,249 | $4,811+92.2% | $8,261+12.0% | $7,344+25.9% |