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 | $107,015 | $53,516+100.0% | $126,539-15.4% | $84,808+26.2% |
| Participation rate | 65.5% | 58.2%+7.3pp | 69.8%-4.3pp | 68.3%-2.8pp |
| Annual return | 17.78% | 58.34%-40.6pp | 425.95%-408.2pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,912 | $1,535+24.6% | $3,674-47.9% | $2,631-27.3% |
| Participant deferral / active EE | $4,350 | $2,671+62.9% | $4,083+6.5% | $4,212+3.3% |
| Admin fee / account holder | $5,255 | $4,497+16.9% | $6,065-13.4% | $7,344-28.4% |