Filed December 1, 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.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $9,988 |
RAFFA WEALTH MANAGEMENT, LLC1+ years Service code 27 · EIN 20-3107658 | Advisory (Plan) | $8,738 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,066 | $41,854-23.4% | $73,843-56.6% | $52,331-38.7% |
| Participation rate | 80.4% | 66.2%+14.1pp | 73.4%+6.9pp | 68.1%+12.3pp |
| Annual return | 0.76% | 2.11%-1.4pp | 2267.84%-2267.1pp | 4.54%-3.8pp |
| Employer contribution / active EE | $1,735 | $1,920-9.6% | $2,787-37.8% | $1,882-7.8% |
| Participant deferral / active EE | $3,799 | $2,498+52.1% | $3,583+6.0% | $3,022+25.7% |
| Admin fee / account holder | $156 | $493-68.3% | $4,880-96.8% | $592-73.6% |