Filed July 3, 1991
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.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,732 | $67,606-67.9% | $82,313-73.6% | $70,131-69.0% |
| Participation rate | 82.5% | 72.8%+9.7pp | 76.9%+5.6pp | 69.5%+12.9pp |
| Annual return | 10.50% | 21.57%-11.1pp | 25.88%-15.4pp | 73.14%-62.6pp |
| Employer contribution / active EE | $1,485 | $1,755-15.4% | $2,428-38.8% | $2,342-36.6% |
| Participant deferral / active EE | $2,729 | $2,987-8.6% | $3,706-26.4% | $3,332-18.1% |
| Admin fee / account holder | $595 | $4,512-86.8% | $5,608-89.4% | $4,645-87.2% |