Filed December 31, 1993 (most recent of 2 filings on file)
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.)
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 | $76,915 | $138,065-44.3% | $123,544-37.7% | $135,375-43.2% |
| Participation rate | 59.1% | 84.7%-25.6pp | 82.3%-23.2pp | 82.6%-23.5pp |
| Annual return | -4.58% | 153.68%-158.3pp | 119.20%-123.8pp | 519.73%-524.3pp |
| Employer contribution / active EE | $878 | $5,151-83.0% | $4,628-81.0% | $4,779-81.6% |
| Participant deferral / active EE | $4,218 | $6,799-38.0% | $6,426-34.4% | $5,609-24.8% |
| Admin fee / account holder | $10,890 | $10,916-0.2% | $9,284+17.3% | $10,827+0.6% |