Filed July 28, 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 | $96,071 | $85,766+12.0% | $136,294-29.5% | $70,131+37.0% |
| Participation rate | 75.8% | 74.2%+1.6pp | 81.9%-6.2pp | 69.5%+6.2pp |
| Annual return | 13.11% | 31.45%-18.3pp | 5155.94%-5142.8pp | 73.14%-60.0pp |
| Employer contribution / active EE | $1,233 | $2,966-58.4% | $4,695-73.7% | $2,342-47.3% |
| Participant deferral / active EE | $5,965 | $5,051+18.1% | $6,247-4.5% | $3,332+79.0% |
| Admin fee / account holder | $2,861 | $5,420-47.2% | $9,243-69.1% | $4,645-38.4% |