Filed February 1, 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 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 | $137,335 | $78,705+74.5% | $117,854+16.5% | $70,131+95.8% |
| Participation rate | 46.4% | 73.2%-26.8pp | 79.7%-33.2pp | 69.5%-23.1pp |
| Annual return | 15.63% | 23.30%-7.7pp | 335.08%-319.4pp | 73.14%-57.5pp |
| Employer contribution / active EE | $515 | $2,223-76.9% | $3,786-86.4% | $2,342-78.0% |
| Participant deferral / active EE | $3,475 | $3,297+5.4% | $4,482-22.5% | $3,332+4.3% |
| Admin fee / account holder | $2,398 | $5,065-52.7% | $8,020-70.1% | $4,645-48.4% |