Filed October 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 | $176,399 | $98,240+79.6% | $82,313+114.3% | $147,584+19.5% |
| Participation rate | 92.9% | 79.7%+13.1pp | 76.9%+16.0pp | 82.8%+10.0pp |
| Annual return | 17.62% | 30.85%-13.2pp | 25.88%-8.3pp | 578.55%-560.9pp |
| Employer contribution / active EE | $4,029 | $3,192+26.2% | $2,428+65.9% | $4,876-17.4% |
| Participant deferral / active EE | $6,301 | $4,383+43.8% | $3,706+70.0% | $5,439+15.9% |
| Admin fee / account holder | $57,514 | $8,563+571.7% | $5,608+925.6% | $10,885+428.4% |