Filed November 27, 1990
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 | $101,130 | $63,346+59.6% | $92,233+9.6% | $70,131+44.2% |
| Participation rate | 73.7% | 68.7%+5.0pp | 76.5%-2.8pp | 69.5%+4.1pp |
| Annual return | 17.01% | 530.12%-513.1pp | 176.28%-159.3pp | 73.14%-56.1pp |
| Employer contribution / active EE | $1,985 | $2,471-19.7% | $3,679-46.0% | $2,342-15.3% |
| Participant deferral / active EE | $5,641 | $2,854+97.7% | $3,897+44.8% | $3,332+69.3% |
| Admin fee / account holder | $1,188 | $3,840-69.1% | $5,194-77.1% | $4,645-74.4% |