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, LLC8+ years Service code 27 · EIN 20-3107658 | Advisory (Plan) | $31,798 |
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,779 |
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 | $48,543 | $51,197-5.2% | $82,719-41.3% | $66,914-27.5% |
| Participation rate | 81.9% | 67.8%+14.1pp | 72.6%+9.4pp | 69.8%+12.1pp |
| Annual return | -15.96% | -9.64%-6.3pp | 701.18%-717.1pp | 1.58%-17.5pp |
| Employer contribution / active EE | $3,679 | $2,611+40.9% | $3,009+22.3% | $2,544+44.6% |
| Participant deferral / active EE | $5,982 | $3,458+73.0% | $4,395+36.1% | $4,237+41.2% |
| Admin fee / account holder | $195 | $416-53.1% | $5,329-96.3% | $593-67.2% |