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.)
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 | $65,166 | $78,422-16.9% | $95,952-32.1% | $79,858-18.4% |
| Participation rate | 85.3% | 73.5%+11.8pp | 77.1%+8.2pp | 69.6%+15.7pp |
| Annual return | 11.43% | 19.37%-7.9pp | 91.61%-80.2pp | 31.71%-20.3pp |
| Employer contribution / active EE | $604 | $1,945-68.9% | $2,541-76.2% | $2,471-75.5% |
| Participant deferral / active EE | $1,490 | $3,440-56.7% | $4,167-64.3% | $3,740-60.2% |
| Admin fee / account holder | $2,594 | $5,622-53.9% | $6,795-61.8% | $5,306-51.1% |