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 | $177,319 | $80,968+119.0% | $96,544+83.7% | $75,163+135.9% |
| Participation rate | 96.7% | 71.8%+24.9pp | 76.0%+20.7pp | 67.2%+29.5pp |
| Annual return | 16.27% | 27.06%-10.8pp | 25.84%-9.6pp | 160.62%-144.3pp |
| Employer contribution / active EE | $2,643 | $2,282+15.8% | $2,965-10.9% | $2,670-1.0% |
| Participant deferral / active EE | $7,057 | $3,928+79.6% | $4,851+45.5% | $4,125+71.1% |
| Admin fee / account holder | $3,219 | $6,724-52.1% | $8,252-61.0% | $5,651-43.0% |