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 | $54,328 | $48,570+11.9% | $130,648-58.4% | $72,985-25.6% |
| Participation rate | 93.5% | 58.6%+34.9pp | 71.7%+21.8pp | 69.5%+24.0pp |
| Annual return | 24.93% | 38.63%-13.7pp | 1708.96%-1684.0pp | 81.00%-56.1pp |
| Employer contribution / active EE | $1,951 | $1,334+46.2% | $4,092-52.3% | $2,440-20.0% |
| Participant deferral / active EE | $3,759 | $2,384+57.7% | $3,603+4.3% | $3,607+4.2% |
| Admin fee / account holder | $1,052 | $3,549-70.4% | $5,464-80.7% | $5,124-79.5% |