Filed October 16, 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 | $94,369 | $67,606+39.6% | $82,313+14.6% | $70,131+34.6% |
| Participation rate | 82.1% | 72.8%+9.4pp | 76.9%+5.2pp | 69.5%+12.6pp |
| Annual return | 14.58% | 21.57%-7.0pp | 25.88%-11.3pp | 73.14%-58.6pp |
| Employer contribution / active EE | $893 | $1,755-49.1% | $2,428-63.2% | $2,342-61.9% |
| Participant deferral / active EE | $3,105 | $2,987+4.0% | $3,706-16.2% | $3,332-6.8% |
| Admin fee / account holder | $6,004 | $4,512+33.1% | $5,608+7.1% | $4,645+29.3% |