Filed March 8, 1993
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 | $49,882 | $83,337-40.1% | $67,834-26.5% | $273,961-81.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 5.22% | 259.45%-254.2pp | 138.47%-133.3pp | 41.45%-36.2pp |
| Employer contribution / active EE | $682 | $3,287-79.3% | $2,403-71.6% | $4,869-86.0% |
| Participant deferral / active EE | $5,051 | $4,088+23.6% | $3,160+59.9% | $5,287-4.5% |
| Admin fee / account holder | $407 | $6,752-94.0% | $4,622-91.2% | $10,132-96.0% |