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, LLC6+ years Service code 27 · EIN 20-3107658 | Advisory (Plan) | $20,945 |
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $15,217 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $59,048 | $66,124-10.7% | $90,404-34.7% | $73,488-19.7% |
| Participation rate | 69.9% | 69.7%+0.3pp | 72.7%-2.7pp | 70.7%-0.7pp |
| Annual return | 14.66% | 17.65%-3.0pp | 1293.02%-1278.4pp | 28.51%-13.8pp |
| Employer contribution / active EE | $2,975 | $2,346+26.8% | $3,262-8.8% | $2,270+31.1% |
| Participant deferral / active EE | $4,676 | $3,039+53.9% | $3,963+18.0% | $3,740+25.0% |
| Admin fee / account holder | $194 | $396-50.9% | $5,611-96.5% | $513-62.1% |