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.
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 | $27,541 | $64,324-57.2% | $118,925-76.8% | $79,858-65.5% |
| Participation rate | 61.6% | 64.9%-3.2pp | 75.4%-13.7pp | 69.6%-8.0pp |
| Annual return | 24.84% | 86.45%-61.6pp | 35.88%-11.0pp | 31.71%-6.9pp |
| Employer contribution / active EE | $1,304 | $1,836-29.0% | $3,263-60.0% | $2,471-47.2% |
| Participant deferral / active EE | $3,340 | $2,824+18.3% | $4,265-21.7% | $3,740-10.7% |
| Admin fee / account holder | $405 | $4,040-90.0% | $6,581-93.8% | $5,306-92.4% |