Filed December 21, 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 | $16,362 | $41,377-60.5% | $109,313-85.0% | $62,891-74.0% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | -0.86% | 11.05%-11.9pp | 22.07%-22.9pp | 20.14%-21.0pp |
| Employer contribution / active EE | $2,720 | $1,276+113.2% | $3,892-30.1% | $2,281+19.2% |
| Participant deferral / active EE | $2,679 | $2,045+31.0% | $3,166-15.4% | $3,203-16.4% |
| Admin fee / account holder | $2,019 | $2,884-30.0% | $5,666-64.4% | $4,296-53.0% |