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 | $73,119 | $176,377-58.5% | $134,143-45.5% | $158,922-54.0% |
| Participation rate | 82.4% | 78.7%+3.6pp | 72.2%+10.2pp | 82.0%+0.4pp |
| Annual return | 15.38% | 63.63%-48.2pp | 36.33%-20.9pp | 302.83%-287.4pp |
| Employer contribution / active EE | $1,884 | $5,040-62.6% | $3,704-49.1% | $4,761-60.4% |
| Participant deferral / active EE | $3,335 | $4,091-18.5% | $3,499-4.7% | $5,982-44.3% |
| Admin fee / account holder | $2,172 | $8,718-75.1% | $6,684-67.5% | $11,246-80.7% |