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 | $199,721 | $90,348+121.1% | $75,972+162.9% | $145,922+36.9% |
| Participation rate | 47.1% | 74.5%-27.4pp | 69.1%-22.0pp | 80.3%-33.2pp |
| Annual return | 7.36% | 620.88%-613.5pp | 359.55%-352.2pp | 561.29%-553.9pp |
| Employer contribution / active EE | $820 | $3,311-75.2% | $2,685-69.4% | $4,660-82.4% |
| Participant deferral / active EE | $2,377 | $5,162-54.0% | $4,255-44.2% | $6,688-64.5% |
| Admin fee / account holder | $16,875 | $8,467+99.3% | $6,467+161.0% | $13,397+26.0% |