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 |
|---|---|---|
RAFFA WEALTH MANAGEMENT, LLC3+ years Service code 27 · EIN 20-3107658 | Advisory (Plan) | $13,014 |
THE VANGUARD GROUP, INC.3+ years Service code 50 · EIN 23-1945930 | Direct Payment | $12,688 |
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 | $41,216 | $50,637-18.6% | $86,590-52.4% | $62,292-33.8% |
| Participation rate | 81.4% | 67.9%+13.5pp | 73.5%+7.9pp | 69.5%+11.9pp |
| Annual return | 19.98% | 20.80%-0.8pp | 964.84%-944.9pp | 28.90%-8.9pp |
| Employer contribution / active EE | $2,088 | $2,075+0.6% | $2,839-26.5% | $2,042+2.2% |
| Participant deferral / active EE | $4,391 | $2,611+68.2% | $3,609+21.7% | $3,169+38.6% |
| Admin fee / account holder | $169 | $413-59.1% | $4,906-96.6% | $479-64.7% |