Filed December 29, 1992
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $370,588 | $99,032+274.2% | $80,019+363.1% | $135,375+173.7% |
| Participation rate | 88.9% | 78.4%+10.5pp | 75.8%+13.1pp | 82.6%+6.2pp |
| Annual return | 4.45% | 15.39%-10.9pp | 11.22%-6.8pp | 519.73%-515.3pp |
| Employer contribution / active EE | $13,471 | $3,043+342.6% | $2,468+445.9% | $4,779+181.9% |
| Participant deferral / active EE | $575 | $4,282-86.6% | $3,686-84.4% | $5,609-89.7% |
| Admin fee / account holder | $863 | $10,436-91.7% | $6,521-86.8% | $10,827-92.0% |