Filed December 29, 1992
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 | $162,808 | $77,634+109.7% | $156,549+4.0% | $62,891+158.9% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | -3.79% | 50.32%-54.1pp | 32.23%-36.0pp | 20.14%-23.9pp |
| Employer contribution / active EE | $10,208 | $3,444+196.4% | $5,501+85.6% | $2,281+347.5% |
| Participant deferral / active EE | $4,892 | $3,045+60.6% | $4,871+0.4% | $3,203+52.7% |
| Admin fee / account holder | $3,319 | $5,561-40.3% | $13,027-74.5% | $4,296-22.7% |