Filed December 29, 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 | $184,549 | $117,381+57.2% | $99,443+85.6% | $152,861+20.7% |
| Participation rate | 63.6% | 77.5%-13.9pp | 73.8%-10.2pp | 82.4%-18.8pp |
| Annual return | 10.79% | 31.87%-21.1pp | 30.72%-19.9pp | 345.32%-334.5pp |
| Employer contribution / active EE | $1,245 | $3,013-58.7% | $2,540-51.0% | $4,762-73.9% |
| Participant deferral / active EE | $4,347 | $4,086+6.4% | $3,619+20.1% | $5,850-25.7% |
| Admin fee / account holder | $5,431 | $7,631-28.8% | $6,250-13.1% | $11,596-53.2% |