Filed November 25, 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 | $146,981 | $102,616+43.2% | $81,983+79.3% | $158,922-7.5% |
| Participation rate | 45.8% | 75.5%-29.7pp | 69.2%-23.4pp | 82.0%-36.1pp |
| Annual return | 9.70% | 61.04%-51.3pp | 41.31%-31.6pp | 302.83%-293.1pp |
| Employer contribution / active EE | $620 | $3,240-80.9% | $2,498-75.2% | $4,761-87.0% |
| Participant deferral / active EE | $1,563 | $4,648-66.4% | $3,722-58.0% | $5,982-73.9% |
| Admin fee / account holder | $1,262 | $8,235-84.7% | $5,664-77.7% | $11,246-88.8% |