Filed December 31, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $58,378 | $57,281+1.9% | $86,612-32.6% | $75,163-22.3% |
| Participation rate | 64.8% | 63.2%+1.6pp | 71.7%-6.9pp | 67.2%-2.4pp |
| Annual return | 5.56% | 2670.75%-2665.2pp | 591.07%-585.5pp | 160.62%-155.1pp |
| Employer contribution / active EE | $349 | $2,314-84.9% | $3,022-88.5% | $2,670-86.9% |
| Participant deferral / active EE | $5,265 | $3,318+58.7% | $4,438+18.6% | $4,125+27.6% |
| Admin fee / account holder | $467 | $4,112-88.7% | $5,614-91.7% | $5,651-91.7% |