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 | $185,759 | $95,803+93.9% | $113,168+64.1% | $84,808+119.0% |
| Participation rate | 92.3% | 72.9%+19.4pp | 76.6%+15.7pp | 68.3%+24.0pp |
| Annual return | 13.18% | 25.00%-11.8pp | 24.27%-11.1pp | 40.90%-27.7pp |
| Employer contribution / active EE | $2,203 | $2,360-6.6% | $2,975-25.9% | $2,631-16.3% |
| Participant deferral / active EE | $6,276 | $4,242+47.9% | $5,107+22.9% | $4,212+49.0% |
| Admin fee / account holder | $8,892 | $8,989-1.1% | $12,068-26.3% | $7,344+21.1% |