Filed December 30, 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 | $71,573 | $74,888-4.4% | $71,209+0.5% | $142,382-49.7% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 17.34% | 345.14%-327.8pp | 282.51%-265.2pp | 217.08%-199.7pp |
| Employer contribution / active EE | $2,441 | $2,854-14.5% | $2,721-10.3% | $4,299-43.2% |
| Participant deferral / active EE | $5,371 | $4,454+20.6% | $4,175+28.7% | $6,507-17.5% |
| Admin fee / account holder | $1,206 | $5,568-78.3% | $5,349-77.5% | $12,624-90.4% |