Filed December 29, 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 7-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.
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $59,429 | $72,492-18.0% | $87,100-31.8% | $72,985-18.6% |
| Participation rate | 82.1% | 72.8%+9.2pp | 76.9%+5.2pp | 69.5%+12.6pp |
| Annual return | 15.81% | 24.46%-8.6pp | 28.19%-12.4pp | 81.00%-65.2pp |
| Employer contribution / active EE | $544 | $1,894-71.3% | $2,521-78.4% | $2,440-77.7% |
| Participant deferral / active EE | $1,333 | $3,270-59.2% | $4,049-67.1% | $3,607-63.0% |
| Admin fee / account holder | $2,378 | $5,055-53.0% | $7,497-68.3% | $5,124-53.6% |