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 | $30,890 | $53,777-42.6% | $134,143-77.0% | $79,858-61.3% |
| Participation rate | 85.7% | 58.8%+26.9pp | 72.2%+13.5pp | 69.6%+16.1pp |
| Annual return | 14.30% | 19.01%-4.7pp | 36.33%-22.0pp | 31.71%-17.4pp |
| Employer contribution / active EE | $1,252 | $1,321-5.2% | $3,704-66.2% | $2,471-49.3% |
| Participant deferral / active EE | $2,640 | $2,420+9.1% | $3,499-24.5% | $3,740-29.4% |
| Admin fee / account holder | $367 | $3,984-90.8% | $6,684-94.5% | $5,306-93.1% |