Filed September 21, 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 | $61,135 | $165,912-63.2% | $122,332-50.0% | $147,584-58.6% |
| Participation rate | 73.3% | 79.6%-6.2pp | 71.6%+1.7pp | 82.8%-9.5pp |
| Annual return | 18.43% | 34.55%-16.1pp | 30.27%-11.8pp | 578.55%-560.1pp |
| Employer contribution / active EE | $1,710 | $5,754-70.3% | $4,050-57.8% | $4,876-64.9% |
| Participant deferral / active EE | $3,223 | $4,005-19.5% | $3,287-1.9% | $5,439-40.7% |
| Admin fee / account holder | $351 | $7,424-95.3% | $5,478-93.6% | $10,885-96.8% |