Filed December 2, 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 | $125,783 | $53,516+135.0% | $126,539-0.6% | $84,808+48.3% |
| Participation rate | 41.4% | 58.2%-16.9pp | 69.8%-28.4pp | 68.3%-26.9pp |
| Annual return | 17.82% | 58.34%-40.5pp | 425.95%-408.1pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,496 | $1,535-2.5% | $3,674-59.3% | $2,631-43.1% |
| Participant deferral / active EE | $2,732 | $2,671+2.3% | $4,083-33.1% | $4,212-35.1% |
| Admin fee / account holder | $3,297 | $4,497-26.7% | $6,065-45.6% | $7,344-55.1% |