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.
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 | $67,634 | $74,927-9.7% | $101,794-33.6% | $84,808-20.3% |
| Participation rate | 90.5% | 61.4%+29.1pp | 69.2%+21.3pp | 68.3%+22.2pp |
| Annual return | 18.59% | 18.70%-0.1pp | 30.53%-11.9pp | 40.90%-22.3pp |
| Employer contribution / active EE | $1,945 | $1,522+27.8% | $2,289-15.0% | $2,631-26.1% |
| Participant deferral / active EE | $5,073 | $3,099+63.7% | $4,084+24.2% | $4,212+20.5% |
| Admin fee / account holder | $2,467 | $6,514-62.1% | $8,777-71.9% | $7,344-66.4% |