Filed December 15, 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 | $38,620 | $43,723-11.7% | $121,196-68.1% | $64,186-39.8% |
| Participation rate | 82.4% | 58.3%+24.0pp | 71.7%+10.6pp | 69.6%+12.8pp |
| Annual return | -4.68% | 68.91%-73.6pp | 16.93%-21.6pp | 7.63%-12.3pp |
| Employer contribution / active EE | $1,628 | $1,296+25.6% | $4,022-59.5% | $2,381-31.6% |
| Participant deferral / active EE | $3,537 | $2,280+55.2% | $3,344+5.8% | $3,470+2.0% |
| Admin fee / account holder | $5,355 | $3,501+53.0% | $5,019+6.7% | $4,888+9.6% |