Filed December 22, 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 | $116,998 | $51,576+126.8% | $129,207-9.4% | $80,856+44.7% |
| Participation rate | 66.1% | 57.0%+9.1pp | 69.6%-3.5pp | 67.6%-1.6pp |
| Annual return | 25.05% | 20.81%+4.2pp | 9417.33%-9392.3pp | 35.59%-10.5pp |
| Employer contribution / active EE | $3,188 | $1,584+101.3% | $4,153-23.2% | $2,755+15.7% |
| Participant deferral / active EE | $3,877 | $2,669+45.3% | $4,168-7.0% | $4,296-9.8% |
| Admin fee / account holder | $2,037 | $4,305-52.7% | $7,715-73.6% | $6,918-70.6% |