Filed February 25, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $88,175 | $107,334-17.8% | $92,893-5.1% | $152,861-42.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 15.59% | 145.58%-130.0pp | 109.41%-93.8pp | 345.32%-329.7pp |
| Employer contribution / active EE | $3,721 | $4,221-11.8% | $3,653+1.9% | $4,762-21.9% |
| Participant deferral / active EE | $107 | $4,845-97.8% | $4,236-97.5% | $5,850-98.2% |
| Admin fee / account holder | $423 | $7,079-94.0% | $5,794-92.7% | $11,596-96.4% |