Filed September 17, 1993
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 | $79,165 | $39,162+102.2% | $100,671-21.4% | $59,632+32.8% |
| Participation rate | 18.9% | 55.9%-36.9pp | 70.7%-51.8pp | 68.7%-49.8pp |
| Annual return | -2.27% | 21.07%-23.3pp | 20.43%-22.7pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,253 | $1,992-37.1% | $3,144-60.1% | $3,192-60.7% |
| Admin fee / account holder | $674 | $2,969-77.3% | $4,850-86.1% | $4,297-84.3% |