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 | $926,867 | $104,664+785.6% | $85,682+981.8% | $167,490+453.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 13.80% | 21.45%-7.6pp | 21.49%-7.7pp | 478.56%-464.8pp |
| Employer contribution / active EE | $30,282 | $3,337+807.5% | $2,618+1056.5% | $4,837+526.0% |
| Participant deferral / active EE | $26,000 | $4,824+438.9% | $3,923+562.8% | $6,341+310.0% |
| Admin fee / account holder | $29,683 | $10,032+195.9% | $6,873+331.9% | $12,309+141.1% |