Filed December 30, 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 | $22,363 | $48,570-54.0% | $130,648-82.9% | $72,985-69.4% |
| Participation rate | 42.3% | 58.6%-16.3pp | 71.7%-29.4pp | 69.5%-27.2pp |
| Annual return | 22.08% | 38.63%-16.5pp | 1708.96%-1686.9pp | 81.00%-58.9pp |
| Employer contribution / active EE | $346 | $1,334-74.1% | $4,092-91.6% | $2,440-85.8% |
| Participant deferral / active EE | $1,635 | $2,384-31.4% | $3,603-54.6% | $3,607-54.7% |
| Admin fee / account holder | $711 | $3,549-80.0% | $5,464-87.0% | $5,124-86.1% |