Filed December 28, 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 | $41,180 | $65,409-37.0% | $98,442-58.2% | $85,850-52.0% |
| Participation rate | 47.5% | 65.0%-17.5pp | 73.3%-25.8pp | 69.3%-21.8pp |
| Annual return | 16.20% | 21.76%-5.6pp | 1492.73%-1476.5pp | 318.53%-302.3pp |
| Employer contribution / active EE | $246 | $2,168-88.7% | $2,960-91.7% | $2,565-90.4% |
| Participant deferral / active EE | $1,450 | $3,166-54.2% | $4,276-66.1% | $3,952-63.3% |
| Admin fee / account holder | $6,360 | $4,593+38.5% | $5,949+6.9% | $6,260+1.6% |