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 | $44,794 | $57,281-21.8% | $86,612-48.3% | $75,163-40.4% |
| Participation rate | 64.7% | 63.2%+1.5pp | 71.7%-7.0pp | 67.2%-2.5pp |
| Annual return | 14.79% | 2670.75%-2656.0pp | 591.07%-576.3pp | 160.62%-145.8pp |
| Employer contribution / active EE | $515 | $2,314-77.7% | $3,022-83.0% | $2,670-80.7% |
| Participant deferral / active EE | $3,033 | $3,318-8.6% | $4,438-31.7% | $4,125-26.5% |
| Admin fee / account holder | $6,106 | $4,112+48.5% | $5,614+8.8% | $5,651+8.0% |