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.)
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 | $54,935 | $56,317-2.5% | $71,209-22.9% | $74,304-26.1% |
| Participation rate | 67.5% | 55.1%+12.4pp | 73.8%-6.2pp | 60.3%+7.2pp |
| Annual return | 18.44% | 42.83%-24.4pp | 282.51%-264.1pp | 29.43%-11.0pp |
| Employer contribution / active EE | $1,705 | $2,160-21.1% | $2,721-37.3% | $2,241-23.9% |
| Participant deferral / active EE | $3,361 | $2,788+20.6% | $4,175-19.5% | $3,767-10.8% |
| Admin fee / account holder | $3,665 | $2,290+60.1% | $5,349-31.5% | $2,969+23.4% |