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 | $61,924 | $108,825-43.1% | $156,181-60.4% | $82,448-24.9% |
| Participation rate | 57.5% | 72.4%-14.9pp | 78.8%-21.3pp | 68.1%-10.6pp |
| Annual return | 13.77% | 20.59%-6.8pp | 64.87%-51.1pp | 41.64%-27.9pp |
| Employer contribution / active EE | $1,166 | $2,870-59.4% | $4,294-72.9% | $2,551-54.3% |
| Participant deferral / active EE | $2,112 | $4,577-53.9% | $6,132-65.6% | $4,139-49.0% |
| Admin fee / account holder | $15,624 | $9,341+67.3% | $14,586+7.1% | $7,234+116.0% |