Filed December 18, 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 | $107,217 | $99,079+8.2% | $77,999+37.5% | $273,961-60.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 9.56% | 217.93%-208.4pp | 425.96%-416.4pp | 41.45%-31.9pp |
| Employer contribution / active EE | $2,506 | $3,308-24.2% | $2,470+1.4% | $4,869-48.5% |
| Participant deferral / active EE | $2,405 | $4,306-44.1% | $3,497-31.2% | $5,287-54.5% |
| Admin fee / account holder | $1,281 | $8,954-85.7% | $5,480-76.6% | $10,132-87.4% |