Filed December 31, 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.)
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 | $39,957 | $78,422-49.0% | $95,952-58.4% | $79,858-50.0% |
| Participation rate | 70.3% | 73.5%-3.2pp | 77.1%-6.8pp | 69.6%+0.6pp |
| Annual return | 19.37% | 19.37%0pp | 91.61%-72.2pp | 31.71%-12.3pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,688 | $3,440-50.9% | $4,167-59.5% | $3,740-54.9% |
| Admin fee / account holder | $819 | $5,622-85.4% | $6,795-88.0% | $5,306-84.6% |