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 | $80,729 | $73,867+9.3% | $143,757-43.8% | $68,494+17.9% |
| Participation rate | 64.3% | 66.7%-2.4pp | 80.3%-16.0pp | 67.9%-3.6pp |
| Annual return | -14.33% | 1.01%-15.3pp | -0.04%-14.3pp | -7.84%-6.5pp |
| Employer contribution / active EE | $1,930 | $3,184-39.4% | $4,951-61.0% | $2,596-25.6% |
| Participant deferral / active EE | $3,587 | $3,384+6.0% | $5,637-36.4% | $4,027-10.9% |
| Admin fee / account holder | $52,297 | $5,755+808.8% | $14,673+256.4% | $5,403+868.0% |