Filed December 15, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $147,307 | $99,341+48.3% | $84,750+73.8% | $273,961-46.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -4.49% | 22.93%-27.4pp | 22.78%-27.3pp | 41.45%-45.9pp |
| Employer contribution / active EE | $2,668 | $4,214-36.7% | $3,574-25.4% | $4,869-45.2% |
| Participant deferral / active EE | $6,051 | $4,269+41.7% | $3,712+63.0% | $5,287+14.4% |
| Admin fee / account holder | $1,415 | $6,644-78.7% | $5,332-73.5% | $10,132-86.0% |