Filed December 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 3-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 | $72,342 | $48,570+48.9% | $130,648-44.6% | $72,985-0.9% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 19.66% | 38.63%-19.0pp | 1708.96%-1689.3pp | 81.00%-61.3pp |
| Employer contribution / active EE | $2,009 | $1,334+50.6% | $4,092-50.9% | $2,440-17.7% |
| Participant deferral / active EE | $5,077 | $2,384+113.0% | $3,603+40.9% | $3,607+40.7% |
| Admin fee / account holder | $1,010 | $3,549-71.5% | $5,464-81.5% | $5,124-80.3% |