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 | $53,665 | $43,723+22.7% | $121,196-55.7% | $64,186-16.4% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.7%+28.3pp | 69.6%+30.4pp |
| Annual return | -7.94% | 68.91%-76.9pp | 16.93%-24.9pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,348 | $1,296+4.0% | $4,022-66.5% | $2,381-43.4% |
| Participant deferral / active EE | $4,293 | $2,280+88.3% | $3,344+28.4% | $3,470+23.7% |
| Admin fee / account holder | $446 | $3,501-87.3% | $5,019-91.1% | $4,888-90.9% |