Filed February 15, 1991
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 | $149,476 | $107,452+39.1% | $91,541+63.3% | $142,382+5.0% |
| Participation rate | 88.2% | 75.1%+13.2pp | 69.8%+18.5pp | 80.1%+8.1pp |
| Annual return | 15.61% | 22.06%-6.4pp | 20.50%-4.9pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,700 | $2,994-43.2% | $2,505-32.1% | $4,299-60.4% |
| Participant deferral / active EE | $3,568 | $4,754-25.0% | $4,008-11.0% | $6,507-45.2% |
| Admin fee / account holder | $5,042 | $8,834-42.9% | $6,956-27.5% | $12,624-60.1% |