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 | $93,874 | $49,173+90.9% | $121,098-22.5% | $75,163+24.9% |
| Participation rate | 54.5% | 55.4%-0.8pp | 69.5%-14.9pp | 67.2%-12.6pp |
| Annual return | 18.05% | 55.99%-37.9pp | 985.75%-967.7pp | 160.62%-142.6pp |
| Employer contribution / active EE | $1,618 | $1,546+4.7% | $4,164-61.1% | $2,670-39.4% |
| Participant deferral / active EE | $4,055 | $2,628+54.3% | $4,080-0.6% | $4,125-1.7% |
| Admin fee / account holder | $9,057 | $3,942+129.8% | $5,644+60.4% | $5,651+60.3% |