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 | $54,242 | $129,942-58.3% | $104,294-48.0% | $134,475-59.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -18.58% | 42.03%-60.6pp | 24.61%-43.2pp | 417.96%-436.5pp |
| Employer contribution / active EE | $2,155 | $4,184-48.5% | $3,372-36.1% | $4,740-54.5% |
| Participant deferral / active EE | $7,430 | $5,588+33.0% | $4,625+60.7% | $6,400+16.1% |
| Admin fee / account holder | $338 | $9,323-96.4% | $7,339-95.4% | $11,426-97.0% |