Filed September 27, 1991
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 | $108,894 | $88,707+22.8% | $74,183+46.8% | $273,961-60.3% |
| Participation rate | 64.7% | 79.4%-14.7pp | 76.6%-11.9pp | 83.0%-18.3pp |
| Annual return | 1.22% | 11.94%-10.7pp | 17.74%-16.5pp | 41.45%-40.2pp |
| Employer contribution / active EE | $2,245 | $3,159-29.0% | $2,370-5.3% | $4,869-53.9% |
| Participant deferral / active EE | $3,568 | $4,212-15.3% | $3,550+0.5% | $5,287-32.5% |
| Admin fee / account holder | $946 | $8,717-89.2% | $5,586-83.1% | $10,132-90.7% |