Filed December 14, 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 | $14,932 | $91,418-83.7% | $87,100-82.9% | - |
| Participation rate | 98.0% | 78.6%+19.4pp | 76.9%+21.1pp | - |
| Annual return | 24.55% | 14.06%+10.5pp | 28.19%-3.6pp | - |
| Employer contribution / active EE | $1,308 | $2,156-39.3% | $2,521-48.1% | - |
| Participant deferral / active EE | $2,783 | $3,251-14.4% | $4,049-31.3% | - |
| Admin fee / account holder | $793 | $8,929-91.1% | $7,497-89.4% | - |