Filed December 21, 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 | $47,768 | $81,900-41.7% | $119,609-60.1% | $68,494-30.3% |
| Participation rate | 80.3% | 71.9%+8.4pp | 79.3%+1.0pp | 67.9%+12.4pp |
| Annual return | -16.96% | -23.82%+6.9pp | -14.97%-2.0pp | -7.84%-9.1pp |
| Employer contribution / active EE | $2,037 | $2,693-24.4% | $4,232-51.9% | $2,596-21.5% |
| Participant deferral / active EE | $2,751 | $4,148-33.7% | $5,602-50.9% | $4,027-31.7% |
| Admin fee / account holder | $2,858 | $6,582-56.6% | $10,323-72.3% | $5,403-47.1% |