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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $364,737 | $91,037+300.6% | $71,671+408.9% | $147,584+147.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 14.81% | 20.48%-5.7pp | 20.65%-5.8pp | 578.55%-563.7pp |
| Employer contribution / active EE | $20,961 | $3,327+530.0% | $2,460+752.1% | $4,876+329.9% |
| Participant deferral / active EE | $20,000 | $4,498+344.6% | $3,438+481.7% | $5,439+267.7% |
| Admin fee / account holder | $10,625 | $8,613+23.4% | $5,558+91.1% | $10,885-2.4% |