Filed February 20, 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 8-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 | $32,702 | $70,669-53.7% | $169,368-80.7% | $75,163-56.5% |
| Participation rate | 87.1% | 64.8%+22.3pp | 77.1%+10.0pp | 67.2%+19.9pp |
| Annual return | 16.75% | 36.36%-19.6pp | 405.60%-388.8pp | 160.62%-143.9pp |
| Employer contribution / active EE | $1,753 | $2,211-20.7% | $4,013-56.3% | $2,670-34.3% |
| Participant deferral / active EE | $4,784 | $4,311+11.0% | $6,221-23.1% | $4,125+16.0% |
| Admin fee / account holder | $1,258 | $5,402-76.7% | $9,003-86.0% | $5,651-77.7% |