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 | $91,071 | $58,694+55.2% | $142,863-36.3% | $85,850+6.1% |
| Participation rate | 77.5% | 58.5%+19.0pp | 71.9%+5.6pp | 69.3%+8.2pp |
| Annual return | 15.35% | 27.72%-12.4pp | 5637.54%-5622.2pp | 318.53%-303.2pp |
| Employer contribution / active EE | $2,052 | $1,423+44.2% | $4,144-50.5% | $2,565-20.0% |
| Participant deferral / active EE | $3,901 | $2,607+49.6% | $3,837+1.7% | $3,952-1.3% |
| Admin fee / account holder | $6,162 | $4,239+45.4% | $6,560-6.1% | $6,260-1.6% |