Filed December 23, 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 | $55,293 | $46,869+18.0% | $122,332-54.8% | $70,131-21.2% |
| Participation rate | 44.0% | 58.2%-14.2pp | 71.6%-27.6pp | 69.5%-25.5pp |
| Annual return | 16.85% | 24.22%-7.4pp | 30.27%-13.4pp | 73.14%-56.3pp |
| Employer contribution / active EE | $575 | $1,288-55.4% | $4,050-85.8% | $2,342-75.5% |
| Participant deferral / active EE | $1,343 | $2,166-38.0% | $3,287-59.2% | $3,332-59.7% |
| Admin fee / account holder | $5,333 | $3,322+60.5% | $5,478-2.6% | $4,645+14.8% |