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 | $50,246 | $60,022-16.3% | $88,946-43.5% | $84,808-40.8% |
| Participation rate | 43.2% | 57.8%-14.6pp | 68.8%-25.6pp | 68.3%-25.1pp |
| Annual return | 16.87% | 22.43%-5.6pp | 57.82%-41.0pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,220 | $1,703-28.4% | $2,555-52.3% | $2,631-53.6% |
| Participant deferral / active EE | $4,963 | $3,114+59.4% | $4,581+8.3% | $4,212+17.8% |
| Admin fee / account holder | $1,544 | $4,811-67.9% | $8,261-81.3% | $7,344-79.0% |