Filed October 14, 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 | $153,223 | $217,402-29.5% | $185,823-17.5% | $167,490-8.5% |
| Participation rate | 65.0% | 86.0%-21.0pp | 81.7%-16.7pp | 82.1%-17.1pp |
| Annual return | 14.56% | 148.36%-133.8pp | 122.05%-107.5pp | 478.56%-464.0pp |
| Employer contribution / active EE | $3,529 | $5,873-39.9% | $5,167-31.7% | $4,837-27.0% |
| Participant deferral / active EE | $7,422 | $6,356+16.8% | $5,568+33.3% | $6,341+17.0% |
| Admin fee / account holder | $4,610 | $19,811-76.7% | $16,237-71.6% | $12,309-62.5% |