Filed December 31, 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $301,311 | $98,240+206.7% | $82,313+266.1% | $147,584+104.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 21.02% | 30.85%-9.8pp | 25.88%-4.9pp | 578.55%-557.5pp |
| Employer contribution / active EE | $851 | $3,192-73.3% | $2,428-65.0% | $4,876-82.5% |
| Participant deferral / active EE | $7,771 | $4,383+77.3% | $3,706+109.7% | $5,439+42.9% |
| Admin fee / account holder | $6,231 | $8,563-27.2% | $5,608+11.1% | $10,885-42.8% |