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 | $65,728 | $61,605+6.7% | $112,229-41.4% | $75,163-12.6% |
| Participation rate | 30.8% | 61.7%-30.9pp | 72.4%-41.7pp | 67.2%-36.4pp |
| Annual return | 17.34% | 28.47%-11.1pp | 30.20%-12.9pp | 160.62%-143.3pp |
| Employer contribution / active EE | $1,207 | $2,015-40.1% | $3,430-64.8% | $2,670-54.8% |
| Participant deferral / active EE | $2,287 | $3,108-26.4% | $4,798-52.3% | $4,125-44.6% |
| Admin fee / account holder | $1,161 | $4,862-76.1% | $7,748-85.0% | $5,651-79.5% |