Filed December 29, 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 | $104,151 | $176,377-40.9% | $134,143-22.4% | $158,922-34.5% |
| Participation rate | 52.4% | 78.7%-26.3pp | 72.2%-19.8pp | 82.0%-29.6pp |
| Annual return | 14.62% | 63.63%-49.0pp | 36.33%-21.7pp | 302.83%-288.2pp |
| Employer contribution / active EE | $2,151 | $5,040-57.3% | $3,704-41.9% | $4,761-54.8% |
| Participant deferral / active EE | $3,955 | $4,091-3.3% | $3,499+13.0% | $5,982-33.9% |
| Admin fee / account holder | $921 | $8,718-89.4% | $6,684-86.2% | $11,246-91.8% |