Filed October 24, 1989
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,926 | $46,869-46.8% | $122,332-79.6% | $70,131-64.5% |
| Participation rate | 60.8% | 58.2%+2.6pp | 71.6%-10.8pp | 69.5%-8.7pp |
| Annual return | 12.97% | 24.22%-11.2pp | 30.27%-17.3pp | 73.14%-60.2pp |
| Employer contribution / active EE | $474 | $1,288-63.2% | $4,050-88.3% | $2,342-79.8% |
| Participant deferral / active EE | $1,415 | $2,166-34.7% | $3,287-56.9% | $3,332-57.5% |
| Admin fee / account holder | $7,556 | $3,322+127.4% | $5,478+37.9% | $4,645+62.7% |