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 | $79,208 | $115,770-31.6% | $101,248-21.8% | $158,922-50.2% |
| Participation rate | 77.3% | 79.4%-2.1pp | 75.8%+1.5pp | 82.0%-4.7pp |
| Annual return | 13.83% | 56.14%-42.3pp | 46.47%-32.6pp | 302.83%-289.0pp |
| Employer contribution / active EE | $815 | $4,175-80.5% | $3,660-77.7% | $4,761-82.9% |
| Participant deferral / active EE | $1,662 | $4,957-66.5% | $4,370-62.0% | $5,982-72.2% |
| Admin fee / account holder | $4,700 | $7,245-35.1% | $5,945-21.0% | $11,246-58.2% |