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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,978 | $58,694-42.1% | $142,863-76.2% | $85,850-60.4% |
| Participation rate | 92.3% | 58.5%+33.8pp | 71.9%+20.4pp | 69.3%+23.0pp |
| Annual return | 11.43% | 27.72%-16.3pp | 5637.54%-5626.1pp | 318.53%-307.1pp |
| Employer contribution / active EE | $1,461 | $1,423+2.7% | $4,144-64.7% | $2,565-43.0% |
| Participant deferral / active EE | $3,264 | $2,607+25.2% | $3,837-14.9% | $3,952-17.4% |
| Admin fee / account holder | $1,611 | $4,239-62.0% | $6,560-75.4% | $6,260-74.3% |