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 | $54,782 | $91,037-39.8% | $71,671-23.6% | $147,584-62.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 17.40% | 20.48%-3.1pp | 20.65%-3.3pp | 578.55%-561.1pp |
| Employer contribution / active EE | $652 | $3,327-80.4% | $2,460-73.5% | $4,876-86.6% |
| Participant deferral / active EE | $4,892 | $4,498+8.8% | $3,438+42.3% | $5,439-10.0% |
| Admin fee / account holder | $4,139 | $8,613-51.9% | $5,558-25.5% | $10,885-62.0% |