Filed March 12, 1997
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 | $102,021 | $73,787+38.3% | $98,716+3.3% | $82,448+23.7% |
| Participation rate | 65.4% | 61.4%+4.0pp | 69.3%-3.9pp | 68.1%-2.7pp |
| Annual return | 9.47% | 18.57%-9.1pp | 31.81%-22.3pp | 41.64%-32.2pp |
| Employer contribution / active EE | $2,275 | $1,511+50.5% | $2,279-0.2% | $2,551-10.8% |
| Participant deferral / active EE | $5,236 | $3,081+69.9% | $4,048+29.4% | $4,139+26.5% |
| Admin fee / account holder | $895 | $6,500-86.2% | $8,703-89.7% | $7,234-87.6% |