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.)
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 | $38,071 | $60,124-36.7% | $90,404-57.9% | $79,858-52.3% |
| Participation rate | 78.9% | 65.0%+14.0pp | 72.7%+6.3pp | 69.6%+9.3pp |
| Annual return | 8.79% | 71.94%-63.2pp | 1293.02%-1284.2pp | 31.71%-22.9pp |
| Employer contribution / active EE | $442 | $2,068-78.6% | $3,262-86.4% | $2,471-82.1% |
| Participant deferral / active EE | $2,592 | $2,938-11.8% | $3,963-34.6% | $3,740-30.7% |
| Admin fee / account holder | $7,676 | $3,976+93.0% | $5,611+36.8% | $5,306+44.7% |