Filed December 31, 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 | $66,359 | $41,377+60.4% | $109,313-39.3% | $62,891+5.5% |
| Participation rate | 45.8% | 57.5%-11.8pp | 71.3%-25.5pp | 69.3%-23.5pp |
| Annual return | 5.24% | 11.05%-5.8pp | 22.07%-16.8pp | 20.14%-14.9pp |
| Employer contribution / active EE | $678 | $1,276-46.8% | $3,892-82.6% | $2,281-70.3% |
| Participant deferral / active EE | $1,726 | $2,045-15.6% | $3,166-45.5% | $3,203-46.1% |
| Admin fee / account holder | $2,772 | $2,884-3.9% | $5,666-51.1% | $4,296-35.5% |