Filed December 2, 1993
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,958 | $100,852-6.8% | $90,404+3.9% | $158,922-40.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 29.90% | 1724.20%-1694.3pp | 1293.02%-1263.1pp | 302.83%-272.9pp |
| Employer contribution / active EE | $4,503 | $3,689+22.1% | $3,262+38.1% | $4,761-5.4% |
| Participant deferral / active EE | $2,588 | $4,348-40.5% | $3,963-34.7% | $5,982-56.7% |
| Admin fee / account holder | $7,695 | $6,501+18.4% | $5,611+37.2% | $11,246-31.6% |