Filed December 28, 1993
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,389 | $76,552-83.8% | $123,892-90.0% | $62,891-80.3% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 116.94% | 18.68%+98.3pp | 47.52%+69.4pp | 20.14%+96.8pp |
| Employer contribution / active EE | $516 | $2,883-82.1% | $4,617-88.8% | $2,281-77.4% |
| Participant deferral / active EE | $3,860 | $4,840-20.2% | $5,984-35.5% | $3,203+20.5% |
| Admin fee / account holder | $318 | $4,826-93.4% | $8,357-96.2% | $4,296-92.6% |