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 | $146,961 | $27,915+426.4% | $58,482+151.3% | $75,163+95.5% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 12.76% | 44.20%-31.4pp | 4239.32%-4226.6pp | 160.62%-147.9pp |
| Employer contribution / active EE | $10,846 | $669+1521.1% | $1,053+929.7% | $2,670+306.2% |
| Participant deferral / active EE | $8,099 | $1,201+574.2% | $1,924+321.0% | $4,125+96.3% |
| Admin fee / account holder | $19,822 | $1,726+1048.7% | $2,516+687.8% | $5,651+250.8% |