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 | $63,972 | $53,777+19.0% | $134,143-52.3% | $79,858-19.9% |
| Participation rate | 96.3% | 58.8%+37.5pp | 72.2%+24.1pp | 69.6%+26.7pp |
| Annual return | 15.07% | 19.01%-3.9pp | 36.33%-21.3pp | 31.71%-16.6pp |
| Employer contribution / active EE | $2,953 | $1,321+123.5% | $3,704-20.3% | $2,471+19.5% |
| Participant deferral / active EE | $4,590 | $2,420+89.7% | $3,499+31.2% | $3,740+22.7% |
| Admin fee / account holder | $6,192 | $3,984+55.4% | $6,684-7.4% | $5,306+16.7% |