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 | $92,531 | $49,173+88.2% | $121,098-23.6% | $75,163+23.1% |
| Participation rate | 73.2% | 55.4%+17.8pp | 69.5%+3.7pp | 67.2%+6.0pp |
| Annual return | 19.89% | 55.99%-36.1pp | 985.75%-965.9pp | 160.62%-140.7pp |
| Employer contribution / active EE | $2,129 | $1,546+37.7% | $4,164-48.9% | $2,670-20.3% |
| Participant deferral / active EE | $4,728 | $2,628+79.9% | $4,080+15.9% | $4,125+14.6% |
| Admin fee / account holder | $2,115 | $3,942-46.3% | $5,644-62.5% | $5,651-62.6% |