Filed June 23, 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.)
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 | $63,447 | $105,181-39.7% | $159,436-60.2% | $85,850-26.1% |
| Participation rate | 86.3% | 75.8%+10.5pp | 82.8%+3.5pp | 69.3%+17.0pp |
| Annual return | 19.35% | 45.07%-25.7pp | 263.57%-244.2pp | 318.53%-299.2pp |
| Employer contribution / active EE | $3,523 | $3,318+6.2% | $4,829-27.0% | $2,565+37.4% |
| Participant deferral / active EE | $6,836 | $5,945+15.0% | $7,352-7.0% | $3,952+73.0% |
| Admin fee / account holder | $4,556 | $6,933-34.3% | $10,799-57.8% | $6,260-27.2% |