Filed September 27, 1991
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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $146,094 | $124,425+17.4% | $112,040+30.4% | $137,256+6.4% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.5%+6.8pp | 80.0%+3.4pp |
| Annual return | 6.97% | 24.72%-17.7pp | 24.52%-17.5pp | 220.34%-213.4pp |
| Employer contribution / active EE | $2,591 | $3,411-24.0% | $2,954-12.3% | $4,156-37.6% |
| Participant deferral / active EE | $6,334 | $5,718+10.8% | $5,098+24.3% | $6,407-1.1% |
| Admin fee / account holder | $5,895 | $15,207-61.2% | $12,098-51.3% | $12,270-52.0% |