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.)
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 | $146,213 | $71,883+103.4% | $86,677+68.7% | $68,494+113.5% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -20.38% | 3.52%-23.9pp | 35.91%-56.3pp | -7.84%-12.5pp |
| Employer contribution / active EE | $2,519 | $2,173+15.9% | $2,836-11.2% | $2,596-3.0% |
| Participant deferral / active EE | $6,737 | $3,779+78.3% | $4,656+44.7% | $4,027+67.3% |
| Admin fee / account holder | $2,815 | $6,112-53.9% | $7,493-62.4% | $5,403-47.9% |