Filed December 10, 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 | $85,914 | $46,869+83.3% | $122,332-29.8% | $70,131+22.5% |
| Participation rate | 58.8% | 58.2%+0.6pp | 71.6%-12.8pp | 69.5%-10.7pp |
| Annual return | 20.99% | 24.22%-3.2pp | 30.27%-9.3pp | 73.14%-52.1pp |
| Employer contribution / active EE | $1,940 | $1,288+50.6% | $4,050-52.1% | $2,342-17.2% |
| Participant deferral / active EE | $4,539 | $2,166+109.5% | $3,287+38.1% | $3,332+36.2% |
| Admin fee / account holder | $2,566 | $3,322-22.8% | $5,478-53.2% | $4,645-44.8% |