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 | $32,374 | $185,200-82.5% | $142,863-77.3% | $167,490-80.7% |
| Participation rate | 44.4% | 78.4%-34.0pp | 71.9%-27.5pp | 82.1%-37.7pp |
| Annual return | 14.25% | 8555.70%-8541.5pp | 5637.54%-5623.3pp | 478.56%-464.3pp |
| Employer contribution / active EE | $151 | $5,604-97.3% | $4,144-96.4% | $4,837-96.9% |
| Participant deferral / active EE | $2,072 | $4,494-53.9% | $3,837-46.0% | $6,341-67.3% |
| Admin fee / account holder | $311 | $8,031-96.1% | $6,560-95.3% | $12,309-97.5% |