Filed January 6, 1993
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.)
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 | $164,211 | $157,256+4.4% | $141,162+16.3% | $152,861+7.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 13.67% | 64.32%-50.7pp | 71.39%-57.7pp | 345.32%-331.6pp |
| Employer contribution / active EE | $3,488 | $5,261-33.7% | $4,735-26.3% | $4,762-26.8% |
| Participant deferral / active EE | $5,999 | $7,109-15.6% | $6,709-10.6% | $5,850+2.5% |
| Admin fee / account holder | $1,439 | $12,120-88.1% | $10,261-86.0% | $11,596-87.6% |