Filed December 15, 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.)
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 | $218,175 | $158,817+37.4% | $121,196+80.0% | $135,375+61.2% |
| Participation rate | 75.0% | 79.3%-4.3pp | 71.7%+3.3pp | 82.6%-7.6pp |
| Annual return | 18.37% | -0.64%+19.0pp | 16.93%+1.4pp | 519.73%-501.4pp |
| Employer contribution / active EE | $3,011 | $5,665-46.9% | $4,022-25.1% | $4,779-37.0% |
| Participant deferral / active EE | $7,044 | $4,005+75.9% | $3,344+110.6% | $5,609+25.6% |
| Admin fee / account holder | $40,805 | $6,512+526.6% | $5,019+713.0% | $10,827+276.9% |