Filed February 24, 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.)
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 | $42,460 | $42,546-0.2% | $71,796-40.9% | $55,167-23.0% |
| Participation rate | 59.0% | 59.1%-0.1pp | 69.1%-10.1pp | 69.0%-10.0pp |
| Annual return | 7.74% | 12.36%-4.6pp | 78.04%-70.3pp | 169.23%-161.5pp |
| Employer contribution / active EE | $819 | $803+1.9% | $1,924-57.5% | $1,963-58.3% |
| Participant deferral / active EE | $2,825 | $2,064+36.9% | $2,794+1.1% | $3,054-7.5% |
| Admin fee / account holder | $787 | $650+21.1% | $4,815-83.7% | $504+56.2% |