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 | $33,301 | $49,922-33.3% | $80,569-58.7% | $75,163-55.7% |
| Participation rate | 39.5% | 55.3%-15.8pp | 67.0%-27.5pp | 67.2%-27.7pp |
| Annual return | 17.49% | 34.69%-17.2pp | 935.43%-917.9pp | 160.62%-143.1pp |
| Employer contribution / active EE | $742 | $1,698-56.3% | $2,723-72.8% | $2,670-72.2% |
| Participant deferral / active EE | $3,445 | $2,990+15.2% | $4,447-22.5% | $4,125-16.5% |
| Admin fee / account holder | $1,691 | $3,577-52.7% | $5,377-68.6% | $5,651-70.1% |