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 8-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 | $239,466 | $75,935+215.4% | $60,547+295.5% | $125,391+91.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -3.29% | -5.38%+2.1pp | 335.64%-338.9pp | 282.22%-285.5pp |
| Employer contribution / active EE | $20,660 | $3,438+500.9% | $2,419+754.0% | $4,866+324.6% |
| Participant deferral / active EE | $19,000 | $4,506+321.6% | $3,328+471.0% | $5,352+255.0% |
| Admin fee / account holder | $13,673 | $6,768+102.0% | $4,536+201.4% | $9,540+43.3% |