Filed January 31, 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 | $41,709 | $74,927-44.3% | $101,794-59.0% | $84,808-50.8% |
| Participation rate | 62.2% | 61.4%+0.8pp | 69.2%-7.0pp | 68.3%-6.1pp |
| Annual return | 16.20% | 18.70%-2.5pp | 30.53%-14.3pp | 40.90%-24.7pp |
| Employer contribution / active EE | $1,046 | $1,522-31.3% | $2,289-54.3% | $2,631-60.2% |
| Participant deferral / active EE | $2,245 | $3,099-27.6% | $4,084-45.0% | $4,212-46.7% |
| Admin fee / account holder | $2,094 | $6,514-67.9% | $8,777-76.1% | $7,344-71.5% |