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 | $156,310 | $39,019+300.6% | $80,716+93.7% | $85,850+82.1% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.3%+30.7pp |
| Annual return | 11.21% | 26.27%-15.1pp | 87.28%-76.1pp | 318.53%-307.3pp |
| Employer contribution / active EE | $5,009 | $722+593.8% | $1,160+331.8% | $2,565+95.3% |
| Participant deferral / active EE | $5,794 | $1,326+337.1% | $2,146+170.0% | $3,952+46.6% |
| Admin fee / account holder | $14,910 | $2,431+513.4% | $3,380+341.1% | $6,260+138.2% |