Filed July 3, 1991
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 | $37,655 | $62,586-39.8% | $76,768-50.9% | $64,186-41.3% |
| Participation rate | 81.5% | 72.8%+8.7pp | 77.0%+4.6pp | 69.6%+12.0pp |
| Annual return | -1.89% | -1.95%+0.1pp | 2.43%-4.3pp | 7.63%-9.5pp |
| Employer contribution / active EE | $1,994 | $1,832+8.8% | $2,485-19.8% | $2,381-16.3% |
| Participant deferral / active EE | $2,801 | $3,145-10.9% | $3,852-27.3% | $3,470-19.3% |
| Admin fee / account holder | $1,125 | $4,667-75.9% | $6,675-83.1% | $4,888-77.0% |