Filed September 30, 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.)
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 | $133,606 | $95,803+39.5% | $113,168+18.1% | $84,808+57.5% |
| Participation rate | 57.7% | 72.9%-15.2pp | 76.6%-18.9pp | 68.3%-10.6pp |
| Annual return | 8.60% | 25.00%-16.4pp | 24.27%-15.7pp | 40.90%-32.3pp |
| Employer contribution / active EE | $595 | $2,360-74.8% | $2,975-80.0% | $2,631-77.4% |
| Participant deferral / active EE | $2,911 | $4,242-31.4% | $5,107-43.0% | $4,212-30.9% |
| Admin fee / account holder | $5,404 | $8,989-39.9% | $12,068-55.2% | $7,344-26.4% |