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 | $56,674 | $82,664-31.4% | $125,339-54.8% | $68,494-17.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -8.81% | -5.97%-2.8pp | 572.05%-580.9pp | -7.84%-1.0pp |
| Employer contribution / active EE | $5,322 | $3,381+57.4% | $4,814+10.6% | $2,596+105.0% |
| Participant deferral / active EE | $7,429 | $6,110+21.6% | $7,446-0.2% | $4,027+84.5% |
| Admin fee / account holder | $10,403 | $6,275+65.8% | $10,010+3.9% | $5,403+92.6% |