Filed December 16, 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 | $86,740 | $72,277+20.0% | $101,248-14.3% | $79,858+8.6% |
| Participation rate | 86.7% | 68.5%+18.2pp | 75.8%+10.9pp | 69.6%+17.0pp |
| Annual return | 13.53% | 22.30%-8.8pp | 46.47%-32.9pp | 31.71%-18.2pp |
| Employer contribution / active EE | $1,193 | $2,692-55.7% | $3,660-67.4% | $2,471-51.7% |
| Participant deferral / active EE | $5,432 | $3,282+65.5% | $4,370+24.3% | $3,740+45.2% |
| Admin fee / account holder | $1,972 | $4,400-55.2% | $5,945-66.8% | $5,306-62.8% |