Filed September 16, 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 8-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.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,190 | $52,836-84.5% | $105,738-92.3% | $64,186-87.2% |
| Participation rate | 72.7% | 66.5%+6.2pp | 76.3%-3.6pp | 69.6%+3.2pp |
| Annual return | -15.76% | 14.30%-30.1pp | 6.27%-22.0pp | 7.63%-23.4pp |
| Employer contribution / active EE | $1,436 | $1,827-21.4% | $3,268-56.1% | $2,381-39.7% |
| Participant deferral / active EE | $3,214 | $2,545+26.3% | $4,080-21.2% | $3,470-7.4% |
| Admin fee / account holder | $430 | $3,959-89.1% | $6,913-93.8% | $4,888-91.2% |