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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,022 | $54,368-31.9% | $117,039-68.4% | $62,292-40.6% |
| Participation rate | 53.8% | 64.9%-11.1pp | 77.2%-23.4pp | 69.5%-15.7pp |
| Annual return | 21.58% | 21.77%-0.2pp | 18.95%+2.6pp | 28.90%-7.3pp |
| Employer contribution / active EE | $251 | $1,692-85.1% | $3,785-93.4% | $2,042-87.7% |
| Participant deferral / active EE | $1,706 | $2,269-24.8% | $3,929-56.6% | $3,169-46.2% |
| Admin fee / account holder | $161 | $493-67.3% | $5,974-97.3% | $479-66.4% |