Filed September 28, 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 | $201,185 | $60,124+234.6% | $90,404+122.5% | $79,858+151.9% |
| Participation rate | 66.7% | 65.0%+1.7pp | 72.7%-6.0pp | 69.6%-3.0pp |
| Annual return | 7.30% | 71.94%-64.6pp | 1293.02%-1285.7pp | 31.71%-24.4pp |
| Employer contribution / active EE | $1,543 | $2,068-25.4% | $3,262-52.7% | $2,471-37.6% |
| Participant deferral / active EE | $4,634 | $2,938+57.7% | $3,963+16.9% | $3,740+23.9% |
| Admin fee / account holder | $575 | $3,976-85.5% | $5,611-89.7% | $5,306-89.2% |