Filed October 14, 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.)
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 | $78,354 | $84,233-7.0% | $170,442-54.0% | $70,131+11.7% |
| Participation rate | 75.8% | 70.8%+4.9pp | 83.6%-7.8pp | 69.5%+6.2pp |
| Annual return | 18.11% | 23.06%-5.0pp | 205.93%-187.8pp | 73.14%-55.0pp |
| Employer contribution / active EE | $1,974 | $3,387-41.7% | $5,433-63.7% | $2,342-15.7% |
| Participant deferral / active EE | $4,114 | $3,086+33.3% | $4,939-16.7% | $3,332+23.5% |
| Admin fee / account holder | $1,838 | $5,698-67.7% | $13,880-86.8% | $4,645-60.4% |