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.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,459 |
RAFFA WEALTH MANAGEMENT, LLC2+ years Service code 27 · EIN 20-3107658 | Advisory (Plan) | $10,376 |
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 | $34,954 | $43,423-19.5% | $78,689-55.6% | $55,167-36.6% |
| Participation rate | 79.1% | 68.0%+11.1pp | 73.6%+5.6pp | 69.0%+10.1pp |
| Annual return | 10.92% | 11.53%-0.6pp | 62.18%-51.3pp | 169.23%-158.3pp |
| Employer contribution / active EE | $1,883 | $1,997-5.7% | $2,851-33.9% | $1,963-4.0% |
| Participant deferral / active EE | $3,823 | $2,509+52.4% | $3,517+8.7% | $3,054+25.2% |
| Admin fee / account holder | $163 | $416-60.8% | $4,510-96.4% | $504-67.7% |