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 | $61,041 | $101,724-40.0% | $164,813-63.0% | $80,856-24.5% |
| Participation rate | 83.1% | 71.8%+11.3pp | 78.6%+4.5pp | 67.6%+15.5pp |
| Annual return | 24.70% | 16.72%+8.0pp | 69.93%-45.2pp | 35.59%-10.9pp |
| Employer contribution / active EE | $2,140 | $2,953-27.6% | $4,341-50.7% | $2,755-22.3% |
| Participant deferral / active EE | $2,953 | $4,477-34.0% | $6,031-51.0% | $4,296-31.3% |
| Admin fee / account holder | $7,180 | $8,227-12.7% | $12,690-43.4% | $6,918+3.8% |