Filed September 30, 1992 (most recent of 2 filings on file)
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 | $186,171 | $77,899+139.0% | $149,673+24.4% | $75,163+147.7% |
| Participation rate | 97.6% | 65.6%+32.0pp | 78.8%+18.8pp | 67.2%+30.4pp |
| Annual return | 15.64% | 31.72%-16.1pp | 134.42%-118.8pp | 160.62%-145.0pp |
| Employer contribution / active EE | $12,160 | $3,137+287.6% | $4,818+152.4% | $2,670+355.5% |
| Participant deferral / active EE | $9,159 | $3,411+168.5% | $5,680+61.3% | $4,125+122.0% |
| Admin fee / account holder | $7,919 | $5,956+33.0% | $13,210-40.1% | $5,651+40.1% |