Filed December 28, 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 | $43,959 | $51,576-14.8% | $129,207-66.0% | $80,856-45.6% |
| Participation rate | 93.1% | 57.0%+36.1pp | 69.6%+23.5pp | 67.6%+25.5pp |
| Annual return | 11.70% | 20.81%-9.1pp | 9417.33%-9405.6pp | 35.59%-23.9pp |
| Employer contribution / active EE | $4,508 | $1,584+184.6% | $4,153+8.5% | $2,755+63.6% |
| Participant deferral / active EE | $4,521 | $2,669+69.4% | $4,168+8.5% | $4,296+5.2% |
| Admin fee / account holder | $9,626 | $4,305+123.6% | $7,715+24.8% | $6,918+39.2% |