Filed September 25, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $96,962 | $78,422+23.6% | $95,952+1.1% | $79,858+21.4% |
| Participation rate | 60.0% | 73.5%-13.5pp | 77.1%-17.1pp | 69.6%-9.6pp |
| Annual return | 10.99% | 19.37%-8.4pp | 91.61%-80.6pp | 31.71%-20.7pp |
| Employer contribution / active EE | $280 | $1,945-85.6% | $2,541-89.0% | $2,471-88.7% |
| Participant deferral / active EE | $3,067 | $3,440-10.8% | $4,167-26.4% | $3,740-18.0% |
| Admin fee / account holder | $4,796 | $5,622-14.7% | $6,795-29.4% | $5,306-9.6% |