Filed December 30, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,892 | $41,377+27.8% | $109,313-51.6% | $62,891-15.9% |
| Participation rate | 56.1% | 57.5%-1.4pp | 71.3%-15.1pp | 69.3%-13.2pp |
| Annual return | 7.63% | 11.05%-3.4pp | 22.07%-14.4pp | 20.14%-12.5pp |
| Employer contribution / active EE | $728 | $1,276-43.0% | $3,892-81.3% | $2,281-68.1% |
| Participant deferral / active EE | $2,441 | $2,045+19.4% | $3,166-22.9% | $3,203-23.8% |
| Admin fee / account holder | $7,450 | $2,884+158.3% | $5,666+31.5% | $4,296+73.4% |