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.)
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 | $80,691 | $76,000+6.2% | $154,107-47.6% | $64,186+25.7% |
| Participation rate | 72.4% | 70.4%+2.0pp | 83.0%-10.6pp | 69.6%+2.8pp |
| Annual return | -8.12% | 30.32%-38.4pp | 735.12%-743.2pp | 7.63%-15.7pp |
| Employer contribution / active EE | $1,532 | $3,351-54.3% | $5,298-71.1% | $2,381-35.7% |
| Participant deferral / active EE | $4,397 | $3,175+38.5% | $5,081-13.5% | $3,470+26.7% |
| Admin fee / account holder | $4,735 | $5,596-15.4% | $13,411-64.7% | $4,888-3.1% |