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 | $64,360 | $51,576+24.8% | $129,207-50.2% | $80,856-20.4% |
| Participation rate | 53.1% | 57.0%-3.9pp | 69.6%-16.6pp | 67.6%-14.6pp |
| Annual return | 14.11% | 20.81%-6.7pp | 9417.33%-9403.2pp | 35.59%-21.5pp |
| Employer contribution / active EE | $1,548 | $1,584-2.3% | $4,153-62.7% | $2,755-43.8% |
| Participant deferral / active EE | $2,583 | $2,669-3.2% | $4,168-38.0% | $4,296-39.9% |
| Admin fee / account holder | $14,094 | $4,305+227.4% | $7,715+82.7% | $6,918+103.7% |