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 | $144,043 | $104,251+38.2% | $91,001+58.3% | $147,584-2.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 14.34% | 27.06%-12.7pp | 4.60%+9.7pp | 578.55%-564.2pp |
| Employer contribution / active EE | $2,590 | $3,116-16.9% | $2,456+5.5% | $4,876-46.9% |
| Participant deferral / active EE | $2,535 | $4,195-39.6% | $3,547-28.5% | $5,439-53.4% |
| Admin fee / account holder | $10,384 | $8,948+16.1% | $5,417+91.7% | $10,885-4.6% |