Filed December 22, 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 | $75,402 | $45,035+67.4% | $62,995+19.7% | $70,131+7.5% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 16.92% | 18.76%-1.8pp | 87.57%-70.6pp | 73.14%-56.2pp |
| Employer contribution / active EE | $6,560 | $2,051+219.8% | $2,759+137.8% | $2,342+180.1% |
| Participant deferral / active EE | $1,606 | $2,465-34.8% | $3,329-51.8% | $3,332-51.8% |
| Admin fee / account holder | $9,730 | $2,834+243.3% | $3,600+170.3% | $4,645+109.5% |