Filed August 24, 1990
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,587,203 | $228,332+595.1% | $185,823+754.1% | $158,922+898.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 13.06% | 40.80%-27.7pp | 35.95%-22.9pp | 302.83%-289.8pp |
| Employer contribution / active EE | $18,100 | $4,967+264.4% | $4,087+342.8% | $4,761+280.2% |
| Participant deferral / active EE | $10,379 | $6,415+61.8% | $5,632+84.3% | $5,982+73.5% |
| Admin fee / account holder | $6,437 | $11,864-45.7% | $9,500-32.2% | $11,246-42.8% |