Filed December 21, 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 | $56,311 | $46,869+20.1% | $122,332-54.0% | $70,131-19.7% |
| Participation rate | 37.0% | 58.2%-21.2pp | 71.6%-34.6pp | 69.5%-32.5pp |
| Annual return | 20.37% | 24.22%-3.9pp | 30.27%-9.9pp | 73.14%-52.8pp |
| Employer contribution / active EE | $306 | $1,288-76.2% | $4,050-92.4% | $2,342-86.9% |
| Participant deferral / active EE | $1,297 | $2,166-40.1% | $3,287-60.5% | $3,332-61.1% |
| Admin fee / account holder | $1,958 | $3,322-41.1% | $5,478-64.2% | $4,645-57.8% |