Filed December 24, 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 | $41,096 | $39,162+4.9% | $100,671-59.2% | $59,632-31.1% |
| Participation rate | 53.2% | 55.9%-2.7pp | 70.7%-17.5pp | 68.7%-15.5pp |
| Annual return | -1.19% | 21.07%-22.3pp | 20.43%-21.6pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $833 | $1,151-27.6% | $4,012-79.2% | $2,203-62.2% |
| Participant deferral / active EE | $2,698 | $1,992+35.5% | $3,144-14.2% | $3,192-15.5% |
| Admin fee / account holder | $18,912 | $2,969+536.9% | $4,850+289.9% | $4,297+340.1% |