Filed December 31, 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.
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 | $72,172 | $63,346+13.9% | $92,233-21.8% | $70,131+2.9% |
| Participation rate | 72.4% | 68.7%+3.7pp | 76.5%-4.1pp | 69.5%+2.9pp |
| Annual return | 20.53% | 530.12%-509.6pp | 176.28%-155.8pp | 73.14%-52.6pp |
| Employer contribution / active EE | $1,330 | $2,471-46.2% | $3,679-63.9% | $2,342-43.2% |
| Participant deferral / active EE | $3,498 | $2,854+22.6% | $3,897-10.2% | $3,332+5.0% |
| Admin fee / account holder | $1,303 | $3,840-66.1% | $5,194-74.9% | $4,645-72.0% |