Filed February 28, 1995
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 | $187,911 | $94,625+98.6% | $116,228+61.7% | $84,808+121.6% |
| Participation rate | 56.0% | 70.4%-14.4pp | 74.6%-18.6pp | 68.3%-12.3pp |
| Annual return | 12.79% | 20.40%-7.6pp | 90.06%-77.3pp | 40.90%-28.1pp |
| Employer contribution / active EE | $1,292 | $2,347-45.0% | $2,994-56.9% | $2,631-50.9% |
| Participant deferral / active EE | $4,354 | $3,972+9.6% | $4,953-12.1% | $4,212+3.4% |
| Admin fee / account holder | $24,692 | $10,091+144.7% | $11,989+106.0% | $7,344+236.2% |