Filed December 28, 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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $81,482 | $72,071+13.1% | $68,368+19.2% | $137,256-40.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 4.11% | 353.14%-349.0pp | 292.57%-288.5pp | 220.34%-216.2pp |
| Employer contribution / active EE | $8,568 | $2,788+207.3% | $2,649+223.4% | $4,156+106.1% |
| Participant deferral / active EE | $8,419 | $4,410+90.9% | $4,123+104.2% | $6,407+31.4% |
| Admin fee / account holder | $7,118 | $5,336+33.4% | $5,150+38.2% | $12,270-42.0% |