Filed December 15, 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 | $83,810 | $100,773-16.8% | $88,946-5.8% | $142,382-41.1% |
| Participation rate | 41.2% | 74.3%-33.1pp | 68.8%-27.7pp | 80.1%-38.9pp |
| Annual return | 11.68% | 70.18%-58.5pp | 57.82%-46.1pp | 217.08%-205.4pp |
| Employer contribution / active EE | $0 | $2,918-100.0% | $2,555-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,679 | $5,230-67.9% | $4,581-63.3% | $6,507-74.2% |
| Admin fee / account holder | $9,086 | $9,693-6.3% | $8,261+10.0% | $12,624-28.0% |