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 | $87,971 | $53,777+63.6% | $134,143-34.4% | $79,858+10.2% |
| Participation rate | 61.7% | 58.8%+2.9pp | 72.2%-10.5pp | 69.6%-7.9pp |
| Annual return | 15.46% | 19.01%-3.6pp | 36.33%-20.9pp | 31.71%-16.3pp |
| Employer contribution / active EE | $1,125 | $1,321-14.8% | $3,704-69.6% | $2,471-54.5% |
| Participant deferral / active EE | $4,257 | $2,420+75.9% | $3,499+21.7% | $3,740+13.8% |
| Admin fee / account holder | $2,929 | $3,984-26.5% | $6,684-56.2% | $5,306-44.8% |