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 | $200,187 | $103,376+93.6% | $87,100+129.8% | $152,861+31.0% |
| Participation rate | 88.2% | 79.3%+8.9pp | 76.9%+11.4pp | 82.4%+5.8pp |
| Annual return | 27.44% | 28.10%-0.7pp | 28.19%-0.7pp | 345.32%-317.9pp |
| Employer contribution / active EE | $2,917 | $3,220-9.4% | $2,521+15.7% | $4,762-38.7% |
| Participant deferral / active EE | $5,441 | $4,778+13.9% | $4,049+34.4% | $5,850-7.0% |
| Admin fee / account holder | $1,345 | $12,205-89.0% | $7,497-82.1% | $11,596-88.4% |