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.)
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 | $180,175 | $85,022+111.9% | $70,515+155.5% | $139,434+29.2% |
| Participation rate | 40.9% | 73.9%-33.0pp | 68.3%-27.4pp | 80.3%-39.4pp |
| Annual return | 9.50% | 30.38%-20.9pp | 32.77%-23.3pp | 372.94%-363.4pp |
| Employer contribution / active EE | $668 | $3,909-82.9% | $2,973-77.5% | $4,751-85.9% |
| Participant deferral / active EE | $1,759 | $5,890-70.1% | $4,567-61.5% | $6,710-73.8% |
| Admin fee / account holder | $3,314 | $8,906-62.8% | $6,412-48.3% | $11,403-70.9% |