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 | $166,556 | $78,422+112.4% | $95,952+73.6% | $79,858+108.6% |
| Participation rate | 85.2% | 73.5%+11.7pp | 77.1%+8.1pp | 69.6%+15.6pp |
| Annual return | 24.99% | 19.37%+5.6pp | 91.61%-66.6pp | 31.71%-6.7pp |
| Employer contribution / active EE | $1,665 | $1,945-14.4% | $2,541-34.5% | $2,471-32.6% |
| Participant deferral / active EE | $4,231 | $3,440+23.0% | $4,167+1.5% | $3,740+13.1% |
| Admin fee / account holder | $1,923 | $5,622-65.8% | $6,795-71.7% | $5,306-63.8% |