Filed December 23, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.)
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 | $170,319 | $217,402-21.7% | $185,823-8.3% | $167,490+1.7% |
| Participation rate | 85.0% | 86.0%-1.0pp | 81.7%+3.3pp | 82.1%+2.9pp |
| Annual return | 7.08% | 148.36%-141.3pp | 122.05%-115.0pp | 478.56%-471.5pp |
| Employer contribution / active EE | $19 | $5,873-99.7% | $5,167-99.6% | $4,837-99.6% |
| Participant deferral / active EE | $2,214 | $6,356-65.2% | $5,568-60.2% | $6,341-65.1% |
| Admin fee / account holder | $30,410 | $19,811+53.5% | $16,237+87.3% | $12,309+147.1% |