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 | $19,068 | $78,422-75.7% | $95,952-80.1% | $79,858-76.1% |
| Participation rate | 97.9% | 73.5%+24.4pp | 77.1%+20.8pp | 69.6%+28.3pp |
| Annual return | 15.99% | 19.37%-3.4pp | 91.61%-75.6pp | 31.71%-15.7pp |
| Employer contribution / active EE | $1,219 | $1,945-37.3% | $2,541-52.0% | $2,471-50.7% |
| Participant deferral / active EE | $2,661 | $3,440-22.6% | $4,167-36.1% | $3,740-28.9% |
| Admin fee / account holder | $1,521 | $5,622-73.0% | $6,795-77.6% | $5,306-71.3% |