Filed September 30, 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 | $52,923 | $109,359-51.6% | $162,163-67.4% | $72,985-27.5% |
| Participation rate | 98.3% | 84.3%+14.1pp | 87.6%+10.8pp | 69.5%+28.8pp |
| Annual return | 19.97% | 25.46%-5.5pp | 115.59%-95.6pp | 81.00%-61.0pp |
| Employer contribution / active EE | $1,268 | $3,907-67.5% | $5,614-77.4% | $2,440-48.0% |
| Participant deferral / active EE | $3,326 | $5,481-39.3% | $7,298-54.4% | $3,607-7.8% |
| Admin fee / account holder | $5,649 | $7,972-29.1% | $10,843-47.9% | $5,124+10.2% |