Filed September 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $135,526 | $29,319+362.2% | $52,425+158.5% | $82,448+64.4% |
| Participation rate | 53.3% | 46.9%+6.5pp | 55.6%-2.3pp | 68.1%-14.7pp |
| Annual return | 13.04% | 535.20%-522.2pp | 302.12%-289.1pp | 41.64%-28.6pp |
| Employer contribution / active EE | $1,952 | $586+232.9% | $914+113.6% | $2,551-23.5% |
| Participant deferral / active EE | $6,376 | $1,171+444.3% | $1,790+256.1% | $4,139+54.0% |
| Admin fee / account holder | $3,935 | $1,962+100.5% | $2,495+57.7% | $7,234-45.6% |