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, LLC4+ years Service code 27 · EIN 20-3107658 | Advisory (Plan) | $16,202 |
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,007 |
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 | $40,491 | $44,873-9.8% | $79,464-49.0% | $56,287-28.1% |
| Participation rate | 76.5% | 68.7%+7.8pp | 73.3%+3.2pp | 69.9%+6.7pp |
| Annual return | -6.30% | 0.81%-7.1pp | 718.14%-724.4pp | -9.96%+3.7pp |
| Employer contribution / active EE | $1,940 | $2,140-9.3% | $2,800-30.7% | $2,111-8.1% |
| Participant deferral / active EE | $3,985 | $2,746+45.1% | $3,704+7.6% | $3,350+19.0% |
| Admin fee / account holder | $195 | $418-53.4% | $5,113-96.2% | $521-62.6% |