Filed September 25, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,773 | $70,667-80.5% | $123,104-88.8% | $52,331-73.7% |
| Participation rate | 98.2% | 83.7%+14.5pp | 86.8%+11.5pp | 68.1%+30.1pp |
| Annual return | -0.25% | 6.23%-6.5pp | 13.22%-13.5pp | 4.54%-4.8pp |
| Employer contribution / active EE | $1,239 | $2,946-58.0% | $5,151-76.0% | $1,882-34.2% |
| Participant deferral / active EE | $586 | $4,493-87.0% | $6,230-90.6% | $3,022-80.6% |
| Admin fee / account holder | $646 | $506+27.5% | $9,015-92.8% | $592+9.1% |