Filed December 9, 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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $67,634 | $73,787-8.3% | $98,716-31.5% | $82,448-18.0% |
| Participation rate | 90.5% | 61.4%+29.1pp | 69.3%+21.2pp | 68.1%+22.4pp |
| Annual return | 18.59% | 18.57%0pp | 31.81%-13.2pp | 41.64%-23.0pp |
| Employer contribution / active EE | $1,945 | $1,511+28.7% | $2,279-14.6% | $2,551-23.8% |
| Participant deferral / active EE | $5,073 | $3,081+64.6% | $4,048+25.3% | $4,139+22.6% |
| Admin fee / account holder | $2,467 | $6,500-62.0% | $8,703-71.7% | $7,234-65.9% |