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 | $134,030 | $27,641+384.9% | $61,373+118.4% | $68,494+95.7% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -10.63% | -13.24%+2.6pp | 338.61%-349.2pp | -7.84%-2.8pp |
| Employer contribution / active EE | $10,207 | $695+1367.6% | $1,159+780.4% | $2,596+293.1% |
| Participant deferral / active EE | $7,186 | $1,263+468.9% | $2,125+238.2% | $4,027+78.4% |
| Admin fee / account holder | $19,546 | $2,010+872.5% | $2,130+817.8% | $5,403+261.8% |