Filed December 23, 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 | $61,847 | $46,869+32.0% | $122,332-49.4% | $70,131-11.8% |
| Participation rate | 96.2% | 58.2%+38.0pp | 71.6%+24.5pp | 69.5%+26.6pp |
| Annual return | 14.29% | 24.22%-9.9pp | 30.27%-16.0pp | 73.14%-58.9pp |
| Employer contribution / active EE | $2,404 | $1,288+86.6% | $4,050-40.7% | $2,342+2.6% |
| Participant deferral / active EE | $4,022 | $2,166+85.6% | $3,287+22.4% | $3,332+20.7% |
| Admin fee / account holder | $523 | $3,322-84.3% | $5,478-90.5% | $4,645-88.7% |