Filed September 29, 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 | $60,472 | $155,788-61.2% | $124,672-51.5% | $167,490-63.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 15.09% | 17.97%-2.9pp | 5142.93%-5127.8pp | 478.56%-463.5pp |
| Employer contribution / active EE | $2,137 | $4,163-48.7% | $3,324-35.7% | $4,837-55.8% |
| Participant deferral / active EE | $6,050 | $5,673+6.6% | $4,614+31.1% | $6,341-4.6% |
| Admin fee / account holder | $340 | $9,531-96.4% | $7,493-95.5% | $12,309-97.2% |