Filed December 17, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $67,083 | $53,516+25.4% | $126,539-47.0% | $84,808-20.9% |
| Participation rate | 54.8% | 58.2%-3.5pp | 69.8%-15.1pp | 68.3%-13.5pp |
| Annual return | 13.15% | 58.34%-45.2pp | 425.95%-412.8pp | 40.90%-27.7pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,127 | $2,671-20.3% | $4,083-47.9% | $4,212-49.5% |
| Admin fee / account holder | $3,812 | $4,497-15.2% | $6,065-37.1% | $7,344-48.1% |