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.)
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 | $151,890 | $124,319+22.2% | $111,297+36.5% | $167,490-9.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 7.09% | 37.44%-30.3pp | 54.65%-47.6pp | 478.56%-471.5pp |
| Employer contribution / active EE | $3,880 | $3,435+12.9% | $2,731+42.1% | $4,837-19.8% |
| Participant deferral / active EE | $3,875 | $5,180-25.2% | $4,487-13.6% | $6,341-38.9% |
| Admin fee / account holder | $24,373 | $10,618+129.5% | $7,964+206.0% | $12,309+98.0% |