Filed June 2, 1993
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 | $135,866 | $103,376+31.4% | $87,100+56.0% | $152,861-11.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 18.87% | 28.10%-9.2pp | 28.19%-9.3pp | 345.32%-326.5pp |
| Employer contribution / active EE | $6,359 | $3,220+97.5% | $2,521+152.2% | $4,762+33.5% |
| Participant deferral / active EE | $4,176 | $4,778-12.6% | $4,049+3.2% | $5,850-28.6% |
| Admin fee / account holder | $5,294 | $12,205-56.6% | $7,497-29.4% | $11,596-54.4% |