Filed December 28, 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.
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.)
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 | $49,229 | $95,803-48.6% | $113,168-56.5% | $84,808-42.0% |
| Participation rate | 96.8% | 72.9%+23.9pp | 76.6%+20.2pp | 68.3%+28.5pp |
| Annual return | 13.81% | 25.00%-11.2pp | 24.27%-10.5pp | 40.90%-27.1pp |
| Employer contribution / active EE | $588 | $2,360-75.1% | $2,975-80.2% | $2,631-77.6% |
| Participant deferral / active EE | $4,076 | $4,242-3.9% | $5,107-20.2% | $4,212-3.2% |
| Admin fee / account holder | $1,048 | $8,989-88.3% | $12,068-91.3% | $7,344-85.7% |