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 | $163,735 | $84,233+94.4% | $170,442-3.9% | $70,131+133.5% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 9.74% | 23.06%-13.3pp | 205.93%-196.2pp | 73.14%-63.4pp |
| Employer contribution / active EE | $10,677 | $3,387+215.2% | $5,433+96.5% | $2,342+355.8% |
| Participant deferral / active EE | $6,057 | $3,086+96.3% | $4,939+22.6% | $3,332+81.8% |
| Admin fee / account holder | $3,295 | $5,698-42.2% | $13,880-76.3% | $4,645-29.1% |