Filed November 3, 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $329,176 | $198,466+65.9% | $170,442+93.1% | $147,584+123.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.27% | 257.29%-247.0pp | 205.93%-195.7pp | 578.55%-568.3pp |
| Employer contribution / active EE | $8,565 | $6,184+38.5% | $5,433+57.7% | $4,876+75.6% |
| Participant deferral / active EE | $12,224 | $5,629+117.1% | $4,939+147.5% | $5,439+124.8% |
| Admin fee / account holder | $3,920 | $16,852-76.7% | $13,880-71.8% | $10,885-64.0% |