Filed August 12, 1993
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 7-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 | $36,674 | $72,277-49.3% | $101,248-63.8% | $79,858-54.1% |
| Participation rate | 46.4% | 68.5%-22.1pp | 75.8%-29.4pp | 69.6%-23.3pp |
| Annual return | 15.42% | 22.30%-6.9pp | 46.47%-31.1pp | 31.71%-16.3pp |
| Employer contribution / active EE | $1,240 | $2,692-53.9% | $3,660-66.1% | $2,471-49.8% |
| Participant deferral / active EE | $2,043 | $3,282-37.7% | $4,370-53.2% | $3,740-45.4% |
| Admin fee / account holder | $1,290 | $4,400-70.7% | $5,945-78.3% | $5,306-75.7% |