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.)
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 | $72,544 | $102,317-29.1% | $146,958-50.6% | $80,856-10.3% |
| Participation rate | 81.1% | 75.8%+5.3pp | 82.2%-1.0pp | 67.6%+13.5pp |
| Annual return | 11.49% | 134.76%-123.3pp | 418.34%-406.8pp | 35.59%-24.1pp |
| Employer contribution / active EE | $2,670 | $3,713-28.1% | $4,933-45.9% | $2,755-3.1% |
| Participant deferral / active EE | $8,629 | $6,644+29.9% | $8,070+6.9% | $4,296+100.9% |
| Admin fee / account holder | $15,864 | $7,941+99.8% | $12,998+22.1% | $6,918+129.3% |