Filed December 30, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $62,975 | $217,402-71.0% | $185,823-66.1% | $167,490-62.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.35% | 148.36%-138.0pp | 122.05%-111.7pp | 478.56%-468.2pp |
| Employer contribution / active EE | $2,982 | $5,873-49.2% | $5,167-42.3% | $4,837-38.4% |
| Participant deferral / active EE | $1,852 | $6,356-70.9% | $5,568-66.7% | $6,341-70.8% |
| Admin fee / account holder | $2,462 | $19,811-87.6% | $16,237-84.8% | $12,309-80.0% |