Filed November 10, 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 | $57,795 | $133,922-56.8% | $116,228-50.3% | $142,382-59.4% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.6%+16.4pp | 80.1%+10.8pp |
| Annual return | 12.27% | 147.76%-135.5pp | 90.06%-77.8pp | 217.08%-204.8pp |
| Employer contribution / active EE | $1,785 | $3,446-48.2% | $2,994-40.4% | $4,299-58.5% |
| Participant deferral / active EE | $4,289 | $5,672-24.4% | $4,953-13.4% | $6,507-34.1% |
| Admin fee / account holder | $6,810 | $14,945-54.4% | $11,989-43.2% | $12,624-46.1% |