Filed September 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 | $174,023 | $49,177+253.9% | $79,464+119.0% | $64,186+171.1% |
| Participation rate | 72.4% | 65.0%+7.4pp | 73.3%-0.9pp | 69.6%+2.8pp |
| Annual return | 8.47% | -1.16%+9.6pp | 718.14%-709.7pp | 7.63%+0.8pp |
| Employer contribution / active EE | $2,142 | $2,076+3.1% | $2,800-23.5% | $2,381-10.1% |
| Participant deferral / active EE | $4,760 | $2,821+68.7% | $3,704+28.5% | $3,470+37.2% |
| Admin fee / account holder | $18,673 | $3,839+386.4% | $5,113+265.2% | $4,888+282.0% |