Filed September 21, 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 | $58,287 | $158,817-63.3% | $121,196-51.9% | $135,375-56.9% |
| Participation rate | 64.7% | 79.3%-14.6pp | 71.7%-7.0pp | 82.6%-17.9pp |
| Annual return | -8.31% | -0.64%-7.7pp | 16.93%-25.2pp | 519.73%-528.0pp |
| Employer contribution / active EE | $1,703 | $5,665-69.9% | $4,022-57.7% | $4,779-64.4% |
| Participant deferral / active EE | $3,542 | $4,005-11.6% | $3,344+5.9% | $5,609-36.9% |
| Admin fee / account holder | $989 | $6,512-84.8% | $5,019-80.3% | $10,827-90.9% |