Filed December 30, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $146,939 | $117,381+25.2% | $99,443+47.8% | $152,861-3.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 2.87% | 31.87%-29.0pp | 30.72%-27.9pp | 345.32%-342.4pp |
| Employer contribution / active EE | $6,729 | $3,013+123.3% | $2,540+164.9% | $4,762+41.3% |
| Participant deferral / active EE | $7,793 | $4,086+90.7% | $3,619+115.3% | $5,850+33.2% |
| Admin fee / account holder | $2,722 | $7,631-64.3% | $6,250-56.4% | $11,596-76.5% |