Filed September 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.)
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 | $31,619 | $46,869-32.5% | $122,332-74.2% | $70,131-54.9% |
| Participation rate | 43.2% | 58.2%-14.9pp | 71.6%-28.4pp | 69.5%-26.3pp |
| Annual return | 19.38% | 24.22%-4.8pp | 30.27%-10.9pp | 73.14%-53.8pp |
| Employer contribution / active EE | $630 | $1,288-51.0% | $4,050-84.4% | $2,342-73.1% |
| Participant deferral / active EE | $1,630 | $2,166-24.7% | $3,287-50.4% | $3,332-51.1% |
| Admin fee / account holder | $664 | $3,322-80.0% | $5,478-87.9% | $4,645-85.7% |