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 | $138,972 | $121,625+14.3% | $104,607+32.9% | $158,922-12.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | -4.27% | 465.26%-469.5pp | 340.46%-344.7pp | 302.83%-307.1pp |
| Employer contribution / active EE | $6,371 | $3,163+101.4% | $2,681+137.7% | $4,761+33.8% |
| Participant deferral / active EE | $4,415 | $4,177+5.7% | $3,740+18.1% | $5,982-26.2% |
| Admin fee / account holder | $20,838 | $7,787+167.6% | $6,473+221.9% | $11,246+85.3% |