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 | $242,150 | $106,543+127.3% | $91,220+165.5% | $134,475+80.1% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.2%-6.5pp | 81.2%-14.6pp |
| Annual return | -12.73% | 160.60%-173.3pp | 114.01%-126.7pp | 417.96%-430.7pp |
| Employer contribution / active EE | $1,470 | $3,331-55.9% | $2,850-48.4% | $4,740-69.0% |
| Participant deferral / active EE | $5,322 | $4,719+12.8% | $4,234+25.7% | $6,400-16.8% |
| Admin fee / account holder | $2,317 | $6,231-62.8% | $5,420-57.3% | $11,426-79.7% |