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, LLC5+ years Service code 27 · EIN 20-3107658 | Advisory (Plan) | $17,841 |
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,032 |
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 | $51,825 | $51,620+0.4% | $90,281-42.6% | $65,185-20.5% |
| Participation rate | 71.9% | 68.6%+3.3pp | 73.3%-1.3pp | 70.2%+1.7pp |
| Annual return | 26.88% | 24.94%+1.9pp | 78.10%-51.2pp | 29.38%-2.5pp |
| Employer contribution / active EE | $2,121 | $2,235-5.1% | $2,854-25.7% | $2,177-2.6% |
| Participant deferral / active EE | $4,498 | $2,871+56.7% | $3,885+15.8% | $3,514+28.0% |
| Admin fee / account holder | $192 | $384-50.0% | $5,351-96.4% | $847-77.3% |