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 | $78,668 | $152,509-48.4% | $117,472-33.0% | $134,475-41.5% |
| Participation rate | 57.9% | 77.1%-19.2pp | 70.6%-12.7pp | 81.2%-23.3pp |
| Annual return | -15.78% | 52.99%-68.8pp | 29.74%-45.5pp | 417.96%-433.7pp |
| Employer contribution / active EE | $3,657 | $5,571-34.4% | $4,176-12.4% | $4,740-22.8% |
| Participant deferral / active EE | $7,047 | $4,818+46.3% | $4,070+73.1% | $6,400+10.1% |
| Admin fee / account holder | $9,200 | $7,004+31.4% | $5,645+63.0% | $11,426-19.5% |