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.)
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 | $143,262 | $34,308+317.6% | $74,701+91.8% | $72,985+96.3% |
| Participation rate | 100.0% | 42.4%+57.6pp | 54.5%+45.5pp | 69.5%+30.5pp |
| Annual return | 15.69% | 26.58%-10.9pp | 752.92%-737.2pp | 81.00%-65.3pp |
| Employer contribution / active EE | $9,699 | $692+1302.3% | $1,084+795.0% | $2,440+297.5% |
| Participant deferral / active EE | $6,996 | $1,271+450.2% | $1,964+256.3% | $3,607+93.9% |
| Admin fee / account holder | $9,044 | $2,124+325.8% | $3,333+171.4% | $5,124+76.5% |