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 | $23,888 | $176,377-86.5% | $134,143-82.2% | $158,922-85.0% |
| Participation rate | 39.1% | 78.7%-39.6pp | 72.2%-33.0pp | 82.0%-42.8pp |
| Annual return | 15.08% | 63.63%-48.6pp | 36.33%-21.3pp | 302.83%-287.7pp |
| Employer contribution / active EE | $345 | $5,040-93.2% | $3,704-90.7% | $4,761-92.8% |
| Participant deferral / active EE | $1,376 | $4,091-66.4% | $3,499-60.7% | $5,982-77.0% |
| Admin fee / account holder | $2,641 | $8,718-69.7% | $6,684-60.5% | $11,246-76.5% |