Filed November 18, 1992
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 | $127,547 | $198,466-35.7% | $170,442-25.2% | $147,584-13.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.74% | 257.29%-243.6pp | 205.93%-192.2pp | 578.55%-564.8pp |
| Employer contribution / active EE | $7,169 | $6,184+15.9% | $5,433+32.0% | $4,876+47.0% |
| Participant deferral / active EE | $4,576 | $5,629-18.7% | $4,939-7.4% | $5,439-15.9% |
| Admin fee / account holder | $6,558 | $16,852-61.1% | $13,880-52.8% | $10,885-39.7% |