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 | $68,349 | $176,662-61.3% | $130,648-47.7% | $152,861-55.3% |
| Participation rate | 57.9% | 79.0%-21.1pp | 71.7%-13.8pp | 82.4%-24.6pp |
| Annual return | 21.17% | 2692.24%-2671.1pp | 1708.96%-1687.8pp | 345.32%-324.2pp |
| Employer contribution / active EE | $1,703 | $5,742-70.3% | $4,092-58.4% | $4,762-64.2% |
| Participant deferral / active EE | $3,521 | $4,361-19.3% | $3,603-2.3% | $5,850-39.8% |
| Admin fee / account holder | $10,124 | $7,133+41.9% | $5,464+85.3% | $11,596-12.7% |