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 | $66,360 | $58,208+14.0% | $81,812-18.9% | $80,856-17.9% |
| Participation rate | 46.3% | 63.4%-17.1pp | 72.3%-26.0pp | 67.6%-21.3pp |
| Annual return | 14.07% | 41.66%-27.6pp | 773.79%-759.7pp | 35.59%-21.5pp |
| Employer contribution / active EE | $389 | $2,340-83.4% | $2,912-86.7% | $2,755-85.9% |
| Participant deferral / active EE | $2,199 | $3,281-33.0% | $4,319-49.1% | $4,296-48.8% |
| Admin fee / account holder | $1,826 | $4,981-63.3% | $7,386-75.3% | $6,918-73.6% |