Filed June 26, 1990
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 | $52,784 | $99,341-46.9% | $84,750-37.7% | $273,961-80.7% |
| Participation rate | 84.2% | 80.7%+3.5pp | 76.6%+7.6pp | 83.0%+1.2pp |
| Annual return | 7.39% | 22.93%-15.5pp | 22.78%-15.4pp | 41.45%-34.1pp |
| Employer contribution / active EE | $829 | $4,214-80.3% | $3,574-76.8% | $4,869-83.0% |
| Participant deferral / active EE | $1,801 | $4,269-57.8% | $3,712-51.5% | $5,287-65.9% |
| Admin fee / account holder | $3,656 | $6,644-45.0% | $5,332-31.4% | $10,132-63.9% |