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.)
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 | $126,476 | $98,240+28.7% | $82,313+53.7% | $147,584-14.3% |
| Participation rate | 60.0% | 79.7%-19.7pp | 76.9%-16.9pp | 82.8%-22.8pp |
| Annual return | 12.02% | 30.85%-18.8pp | 25.88%-13.9pp | 578.55%-566.5pp |
| Employer contribution / active EE | $1,738 | $3,192-45.6% | $2,428-28.4% | $4,876-64.4% |
| Participant deferral / active EE | $2,629 | $4,383-40.0% | $3,706-29.1% | $5,439-51.7% |
| Admin fee / account holder | $2,468 | $8,563-71.2% | $5,608-56.0% | $10,885-77.3% |