Filed January 1, 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 9-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 | $45,706 | $70,587-35.2% | $124,672-63.3% | $85,850-46.8% |
| Participation rate | 40.7% | 64.4%-23.7pp | 74.6%-33.9pp | 69.3%-28.6pp |
| Annual return | 11.52% | 20688.83%-20677.3pp | 5142.93%-5131.4pp | 318.53%-307.0pp |
| Employer contribution / active EE | $1,271 | $1,913-33.6% | $3,324-61.8% | $2,565-50.5% |
| Participant deferral / active EE | $2,349 | $2,969-20.9% | $4,614-49.1% | $3,952-40.5% |
| Admin fee / account holder | $12,617 | $5,282+138.9% | $7,493+68.4% | $6,260+101.6% |