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 | $77,114 | $46,674+65.2% | $117,472-34.4% | $68,494+12.6% |
| Participation rate | 74.7% | 56.8%+17.9pp | 70.6%+4.1pp | 67.9%+6.8pp |
| Annual return | -17.61% | -14.52%-3.1pp | 29.74%-47.3pp | -7.84%-9.8pp |
| Employer contribution / active EE | $2,106 | $1,505+40.0% | $4,176-49.6% | $2,596-18.9% |
| Participant deferral / active EE | $4,010 | $2,636+52.1% | $4,070-1.5% | $4,027-0.4% |
| Admin fee / account holder | $1,877 | $4,020-53.3% | $5,645-66.7% | $5,403-65.3% |