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 | $42,047 | $114,047-63.1% | $96,139-56.3% | $167,490-74.9% |
| Participation rate | 66.7% | 75.1%-8.4pp | 68.4%-1.8pp | 82.1%-15.4pp |
| Annual return | 8.91% | 189.88%-181.0pp | 191.94%-183.0pp | 478.56%-469.6pp |
| Employer contribution / active EE | $1,082 | $3,427-68.4% | $2,797-61.3% | $4,837-77.6% |
| Participant deferral / active EE | $4,324 | $5,194-16.7% | $4,349-0.6% | $6,341-31.8% |
| Admin fee / account holder | $2,043 | $6,897-70.4% | $5,537-63.1% | $12,309-83.4% |