Filed December 1, 1993
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 6-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 | $134,351 | $88,751+51.4% | $81,812+64.2% | $145,922-7.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.74% | 1025.40%-1015.7pp | 773.79%-764.1pp | 561.29%-551.5pp |
| Employer contribution / active EE | $9,396 | $3,083+204.7% | $2,912+222.6% | $4,660+101.6% |
| Participant deferral / active EE | $7,951 | $4,643+71.2% | $4,319+84.1% | $6,688+18.9% |
| Admin fee / account holder | $867 | $8,415-89.7% | $7,386-88.3% | $13,397-93.5% |