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 | $82,752 | $133,958-38.2% | $112,228-26.3% | $134,475-38.5% |
| Participation rate | 71.4% | 78.6%-7.1pp | 75.1%-3.6pp | 81.2%-9.8pp |
| Annual return | -16.40% | 47.11%-63.5pp | 27.45%-43.9pp | 417.96%-434.4pp |
| Employer contribution / active EE | $934 | $4,038-76.9% | $3,635-74.3% | $4,740-80.3% |
| Participant deferral / active EE | $2,042 | $5,291-61.4% | $4,728-56.8% | $6,400-68.1% |
| Admin fee / account holder | $1,134 | $7,489-84.9% | $6,410-82.3% | $11,426-90.1% |