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.
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 | $33,526 | $60,349-44.4% | $74,183-54.8% | $62,891-46.7% |
| Participation rate | 86.7% | 72.7%+13.9pp | 76.6%+10.0pp | 69.3%+17.4pp |
| Annual return | 7.02% | 21.37%-14.3pp | 17.74%-10.7pp | 20.14%-13.1pp |
| Employer contribution / active EE | $416 | $1,680-75.3% | $2,370-82.5% | $2,281-81.8% |
| Participant deferral / active EE | $2,553 | $2,856-10.6% | $3,550-28.1% | $3,203-20.3% |
| Admin fee / account holder | $1,901 | $4,261-55.4% | $5,586-66.0% | $4,296-55.7% |