Filed September 27, 1994
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 8-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 | $75,287 | $48,570+55.0% | $130,648-42.4% | $72,985+3.2% |
| Participation rate | 64.9% | 58.6%+6.3pp | 71.7%-6.8pp | 69.5%-4.6pp |
| Annual return | 25.79% | 38.63%-12.8pp | 1708.96%-1683.2pp | 81.00%-55.2pp |
| Employer contribution / active EE | $1,442 | $1,334+8.1% | $4,092-64.8% | $2,440-40.9% |
| Participant deferral / active EE | $3,148 | $2,384+32.0% | $3,603-12.6% | $3,607-12.7% |
| Admin fee / account holder | $6,910 | $3,549+94.7% | $5,464+26.5% | $5,124+34.9% |