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 | $110,865 | $183,519-39.6% | $155,509-28.7% | $145,922-24.0% |
| Participation rate | 79.2% | 82.7%-3.5pp | 78.2%+1.0pp | 80.3%-1.1pp |
| Annual return | 31.11% | 61.17%-30.1pp | 64.67%-33.6pp | 561.29%-530.2pp |
| Employer contribution / active EE | $3,181 | $5,313-40.1% | $4,672-31.9% | $4,660-31.7% |
| Participant deferral / active EE | $5,648 | $6,462-12.6% | $5,626+0.4% | $6,688-15.5% |
| Admin fee / account holder | $7,554 | $19,313-60.9% | $15,912-52.5% | $13,397-43.6% |