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 | $23,929 | $43,723-45.3% | $121,196-80.3% | $64,186-62.7% |
| Participation rate | 68.1% | 58.3%+9.8pp | 71.7%-3.7pp | 69.6%-1.5pp |
| Annual return | -5.73% | 68.91%-74.6pp | 16.93%-22.7pp | 7.63%-13.4pp |
| Employer contribution / active EE | $843 | $1,296-34.9% | $4,022-79.0% | $2,381-64.6% |
| Participant deferral / active EE | $1,512 | $2,280-33.7% | $3,344-54.8% | $3,470-56.4% |
| Admin fee / account holder | $512 | $3,501-85.4% | $5,019-89.8% | $4,888-89.5% |