Filed July 10, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $50,736 | $62,586-18.9% | $76,768-33.9% | $64,186-21.0% |
| Participation rate | 67.9% | 72.8%-4.9pp | 77.0%-9.1pp | 69.6%-1.7pp |
| Annual return | -4.90% | -1.95%-3.0pp | 2.43%-7.3pp | 7.63%-12.5pp |
| Employer contribution / active EE | $298 | $1,832-83.7% | $2,485-88.0% | $2,381-87.5% |
| Participant deferral / active EE | $3,405 | $3,145+8.3% | $3,852-11.6% | $3,470-1.9% |
| Admin fee / account holder | $2,482 | $4,667-46.8% | $6,675-62.8% | $4,888-49.2% |