Filed December 28, 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 | $80,844 | $53,596+50.8% | $90,645-10.8% | $64,186+26.0% |
| Participation rate | 81.4% | 64.5%+16.8pp | 74.0%+7.3pp | 69.6%+11.8pp |
| Annual return | 10.15% | 4.41%+5.7pp | 1.88%+8.3pp | 7.63%+2.5pp |
| Employer contribution / active EE | $2,165 | $1,503+44.0% | $2,532-14.5% | $2,381-9.1% |
| Participant deferral / active EE | $4,844 | $2,459+97.0% | $3,425+41.4% | $3,470+39.6% |
| Admin fee / account holder | $14,866 | $3,868+284.4% | $4,994+197.7% | $4,888+204.1% |