Filed April 6, 1993
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,063 | $35,183+30.9% | $73,545-37.4% | $70,131-34.3% |
| Participation rate | 97.4% | 42.9%+54.5pp | 54.9%+42.5pp | 69.5%+27.9pp |
| Annual return | 10.03% | 26.90%-16.9pp | -15.16%+25.2pp | 73.14%-63.1pp |
| Employer contribution / active EE | $275 | $709-61.1% | $1,219-77.4% | $2,342-88.2% |
| Participant deferral / active EE | $1,055 | $1,220-13.5% | $1,806-41.6% | $3,332-68.3% |
| Admin fee / account holder | $616 | $2,302-73.2% | $2,320-73.4% | $4,645-86.7% |