Filed June 26, 1990
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $117,030 | $111,754+4.7% | $103,333+13.3% | $145,922-19.8% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 17.60% | 24.77%-7.2pp | 24.88%-7.3pp | 561.29%-543.7pp |
| Employer contribution / active EE | $794 | $4,212-81.1% | $3,868-79.5% | $4,660-83.0% |
| Participant deferral / active EE | $1,660 | $5,619-70.4% | $5,057-67.2% | $6,688-75.2% |
| Admin fee / account holder | $3,166 | $9,750-67.5% | $8,355-62.1% | $13,397-76.4% |