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 | $38,076 | $45,863-17.0% | $77,024-50.6% | $68,494-44.4% |
| Participation rate | 64.1% | 55.9%+8.1pp | 67.9%-3.8pp | 67.9%-3.8pp |
| Annual return | 15.29% | 1.72%+13.6pp | 42.32%-27.0pp | -7.84%+23.1pp |
| Employer contribution / active EE | $1,721 | $1,650+4.4% | $2,812-38.8% | $2,596-33.7% |
| Participant deferral / active EE | $4,169 | $2,962+40.7% | $4,426-5.8% | $4,027+3.5% |
| Admin fee / account holder | $1,608 | $3,041-47.1% | $5,425-70.4% | $5,403-70.2% |