Filed March 2, 1992 (most recent of 2 filings on file)
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $218,726 | $144,119+51.8% | $117,854+85.6% | $147,584+48.2% |
| Participation rate | 91.3% | 83.4%+7.9pp | 79.7%+11.6pp | 82.8%+8.5pp |
| Annual return | 16.14% | 531.15%-515.0pp | 335.08%-318.9pp | 578.55%-562.4pp |
| Employer contribution / active EE | $645 | $4,896-86.8% | $3,786-83.0% | $4,876-86.8% |
| Participant deferral / active EE | $5,057 | $5,316-4.9% | $4,482+12.8% | $5,439-7.0% |
| Admin fee / account holder | $13,131 | $10,886+20.6% | $8,020+63.7% | $10,885+20.6% |