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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $268,012 | $95,266+181.3% | $82,389+225.3% | $142,382+88.2% |
| Participation rate | 53.8% | 74.5%-20.6pp | 69.5%-15.7pp | 80.1%-26.3pp |
| Annual return | 9.79% | 25.74%-15.9pp | 28.67%-18.9pp | 217.08%-207.3pp |
| Employer contribution / active EE | $1,030 | $2,991-65.5% | $2,517-59.1% | $4,299-76.0% |
| Participant deferral / active EE | $2,857 | $4,809-40.6% | $4,155-31.2% | $6,507-56.1% |
| Admin fee / account holder | $6,348 | $8,563-25.9% | $7,231-12.2% | $12,624-49.7% |