Filed September 17, 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 | $32,529 | $158,817-79.5% | $121,196-73.2% | $135,375-76.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -7.53% | -0.64%-6.9pp | 16.93%-24.5pp | 519.73%-527.3pp |
| Employer contribution / active EE | $1,637 | $5,665-71.1% | $4,022-59.3% | $4,779-65.8% |
| Participant deferral / active EE | $3,932 | $4,005-1.8% | $3,344+17.6% | $5,609-29.9% |
| Admin fee / account holder | $562 | $6,512-91.4% | $5,019-88.8% | $10,827-94.8% |