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 | $145,402 | $112,096+29.7% | $95,952+51.5% | $158,922-8.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 6.44% | 171.09%-164.7pp | 91.61%-85.2pp | 302.83%-296.4pp |
| Employer contribution / active EE | $2,163 | $3,198-32.4% | $2,541-14.9% | $4,761-54.6% |
| Participant deferral / active EE | $3,840 | $4,784-19.7% | $4,167-7.8% | $5,982-35.8% |
| Admin fee / account holder | $3,397 | $10,130-66.5% | $6,795-50.0% | $11,246-69.8% |