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.)
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 | $51,906 | $91,538-43.3% | $129,995-60.1% | $75,163-30.9% |
| Participation rate | 81.8% | 71.4%+10.4pp | 78.5%+3.3pp | 67.2%+14.6pp |
| Annual return | 10.85% | -631.11%+642.0pp | -137.18%+148.0pp | 160.62%-149.8pp |
| Employer contribution / active EE | $2,006 | $2,845-29.5% | $4,320-53.6% | $2,670-24.9% |
| Participant deferral / active EE | $2,761 | $4,341-36.4% | $5,820-52.6% | $4,125-33.1% |
| Admin fee / account holder | $5,071 | $6,790-25.3% | $10,614-52.2% | $5,651-10.3% |