Filed August 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 5-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 | $111,606 | $105,181+6.1% | $159,436-30.0% | $85,850+30.0% |
| Participation rate | 85.4% | 75.8%+9.6pp | 82.8%+2.5pp | 69.3%+16.1pp |
| Annual return | 14.69% | 45.07%-30.4pp | 263.57%-248.9pp | 318.53%-303.8pp |
| Employer contribution / active EE | $3,604 | $3,318+8.6% | $4,829-25.4% | $2,565+40.5% |
| Participant deferral / active EE | $9,534 | $5,945+60.4% | $7,352+29.7% | $3,952+141.3% |
| Admin fee / account holder | $2,034 | $6,933-70.7% | $10,799-81.2% | $6,260-67.5% |