Filed August 26, 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 | $31,009 | $48,046-35.5% | $84,611-63.4% | $72,985-57.5% |
| Participation rate | 48.4% | 57.6%-9.2pp | 68.2%-19.8pp | 69.5%-21.1pp |
| Annual return | 25.73% | 37.38%-11.7pp | 258.74%-233.0pp | 81.00%-55.3pp |
| Employer contribution / active EE | $1,134 | $1,602-29.2% | $2,652-57.2% | $2,440-53.5% |
| Participant deferral / active EE | $3,692 | $2,680+37.7% | $3,899-5.3% | $3,607+2.3% |
| Admin fee / account holder | $1,670 | $3,395-50.8% | $4,912-66.0% | $5,124-67.4% |