Filed December 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 | $124,192 | $51,638+140.5% | $68,368+81.7% | $82,448+50.6% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 15.32% | 37.53%-22.2pp | 292.57%-277.3pp | 41.64%-26.3pp |
| Employer contribution / active EE | $3,222 | $2,047+57.4% | $2,649+21.6% | $2,551+26.3% |
| Participant deferral / active EE | $6,678 | $2,914+129.2% | $4,123+62.0% | $4,139+61.3% |
| Admin fee / account holder | $3,401 | $4,643-26.7% | $5,150-34.0% | $7,234-53.0% |