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.)
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 | $36,273 | $58,694-38.2% | $142,863-74.6% | $85,850-57.7% |
| Participation rate | 100.0% | 58.5%+41.5pp | 71.9%+28.1pp | 69.3%+30.7pp |
| Annual return | 25.30% | 27.72%-2.4pp | 5637.54%-5612.2pp | 318.53%-293.2pp |
| Employer contribution / active EE | $1,448 | $1,423+1.8% | $4,144-65.1% | $2,565-43.6% |
| Participant deferral / active EE | $2,043 | $2,607-21.7% | $3,837-46.8% | $3,952-48.3% |
| Admin fee / account holder | $2,061 | $4,239-51.4% | $6,560-68.6% | $6,260-67.1% |