Filed December 28, 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 | $35,512 | $54,762-35.2% | $90,281-60.7% | $72,985-51.3% |
| Participation rate | 76.9% | 65.1%+11.8pp | 73.3%+3.7pp | 69.5%+7.4pp |
| Annual return | 21.79% | 30.63%-8.8pp | 78.10%-56.3pp | 81.00%-59.2pp |
| Employer contribution / active EE | $519 | $2,092-75.2% | $2,854-81.8% | $2,440-78.7% |
| Participant deferral / active EE | $3,001 | $2,887+3.9% | $3,885-22.8% | $3,607-16.8% |
| Admin fee / account holder | $6,454 | $3,972+62.5% | $5,351+20.6% | $5,124+26.0% |