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, LLC10+ years Service code 27 · EIN 20-3107658 | Advisory (Plan) | $48,695 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $26,671 |
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 | $63,000 | $65,908-4.4% | $81,812-23.0% | $77,643-18.9% |
| Participation rate | 86.0% | 65.8%+20.2pp | 72.3%+13.7pp | 70.6%+15.5pp |
| Annual return | 15.24% | 26.64%-11.4pp | 773.79%-758.5pp | 31.24%-16.0pp |
| Employer contribution / active EE | $3,797 | $2,370+60.2% | $2,912+30.4% | $2,726+39.3% |
| Participant deferral / active EE | $5,484 | $3,505+56.4% | $4,319+27.0% | $4,647+18.0% |
| Admin fee / account holder | $216 | $526-59.0% | $7,386-97.1% | $430-49.8% |