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 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 | $112,339 | $69,977+60.5% | $108,579+3.5% | $62,891+78.6% |
| Participation rate | 85.7% | 72.9%+12.8pp | 79.6%+6.1pp | 69.3%+16.4pp |
| Annual return | 8.96% | 10.73%-1.8pp | -51.70%+60.7pp | 20.14%-11.2pp |
| Employer contribution / active EE | $1,730 | $2,135-18.9% | $3,758-54.0% | $2,281-24.1% |
| Participant deferral / active EE | $4,219 | $3,165+33.3% | $4,311-2.1% | $3,203+31.7% |
| Admin fee / account holder | $15,171 | $5,076+198.9% | $7,645+98.4% | $4,296+253.2% |