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).
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 | $35,538 | $65,557-45.8% | $105,738-66.4% | $56,287-36.9% |
| Participation rate | 52.6% | 63.4%-10.8pp | 76.3%-23.8pp | 69.9%-17.3pp |
| Annual return | -4.78% | -1.32%-3.5pp | 6.27%-11.1pp | -9.96%+5.2pp |
| Employer contribution / active EE | $274 | $1,788-84.7% | $3,268-91.6% | $2,111-87.0% |
| Participant deferral / active EE | $1,809 | $2,418-25.2% | $4,080-55.7% | $3,350-46.0% |
| Admin fee / account holder | $174 | $561-68.9% | $6,913-97.5% | $521-66.5% |