Filed December 31, 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 | $179,096 | $171,865+4.2% | $149,718+19.6% | $147,584+21.4% |
| Participation rate | 93.8% | 88.2%+5.6pp | 87.1%+6.7pp | 82.8%+10.9pp |
| Annual return | 16.98% | 2113.22%-2096.2pp | 1501.63%-1484.6pp | 578.55%-561.6pp |
| Employer contribution / active EE | $2,167 | $6,275-65.5% | $5,445-60.2% | $4,876-55.6% |
| Participant deferral / active EE | $5,934 | $7,271-18.4% | $6,569-9.7% | $5,439+9.1% |
| Admin fee / account holder | $2,642 | $13,799-80.9% | $11,283-76.6% | $10,885-75.7% |