Filed April 2, 1993
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 | $123,350 | $49,177+150.8% | $79,464+55.2% | $64,186+92.2% |
| Participation rate | 97.9% | 65.0%+32.8pp | 73.3%+24.5pp | 69.6%+28.3pp |
| Annual return | -3.05% | -1.16%-1.9pp | 718.14%-721.2pp | 7.63%-10.7pp |
| Employer contribution / active EE | $8,710 | $2,076+319.5% | $2,800+211.0% | $2,381+265.8% |
| Participant deferral / active EE | $6,475 | $2,821+129.5% | $3,704+74.8% | $3,470+86.6% |
| Admin fee / account holder | $4,885 | $3,839+27.2% | $5,113-4.5% | $4,888-0.1% |