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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,499 | $72,492-45.5% | $87,100-54.7% | $72,985-45.9% |
| Participation rate | 75.8% | 72.8%+2.9pp | 76.9%-1.1pp | 69.5%+6.3pp |
| Annual return | 13.93% | 24.46%-10.5pp | 28.19%-14.3pp | 81.00%-67.1pp |
| Employer contribution / active EE | $2,128 | $1,894+12.4% | $2,521-15.6% | $2,440-12.8% |
| Participant deferral / active EE | $3,406 | $3,270+4.2% | $4,049-15.9% | $3,607-5.6% |
| Admin fee / account holder | $8,937 | $5,055+76.8% | $7,497+19.2% | $5,124+74.4% |