Filed December 30, 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,960 | $78,705-69.6% | $117,854-79.7% | $70,131-65.8% |
| Participation rate | 89.7% | 73.2%+16.6pp | 79.7%+10.1pp | 69.5%+20.2pp |
| Annual return | 17.90% | 23.30%-5.4pp | 335.08%-317.2pp | 73.14%-55.2pp |
| Employer contribution / active EE | $1,704 | $2,223-23.4% | $3,786-55.0% | $2,342-27.3% |
| Participant deferral / active EE | $1,530 | $3,297-53.6% | $4,482-65.9% | $3,332-54.1% |
| Admin fee / account holder | $2,267 | $5,065-55.3% | $8,020-71.7% | $4,645-51.2% |