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 | $46,571 | $100,041-53.4% | $149,718-68.9% | $70,131-33.6% |
| Participation rate | 69.8% | 83.6%-13.8pp | 87.1%-17.3pp | 69.5%+0.3pp |
| Annual return | 17.98% | 27.43%-9.5pp | 1501.63%-1483.7pp | 73.14%-55.2pp |
| Employer contribution / active EE | $1,454 | $3,662-60.3% | $5,445-73.3% | $2,342-37.9% |
| Participant deferral / active EE | $4,371 | $4,983-12.3% | $6,569-33.5% | $3,332+31.2% |
| Admin fee / account holder | $6,290 | $8,286-24.1% | $11,283-44.2% | $4,645+35.4% |