Filed August 1, 1994
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 | $71,527 | $58,523+22.2% | $99,443-28.1% | $72,985-2.0% |
| Participation rate | 64.6% | 64.6%0pp | 73.8%-9.2pp | 69.5%-4.9pp |
| Annual return | 20.52% | 28.51%-8.0pp | 30.72%-10.2pp | 81.00%-60.5pp |
| Employer contribution / active EE | $1,070 | $1,512-29.3% | $2,540-57.9% | $2,440-56.2% |
| Participant deferral / active EE | $1,930 | $2,606-26.0% | $3,619-46.7% | $3,607-46.5% |
| Admin fee / account holder | $3,178 | $4,102-22.5% | $6,250-49.2% | $5,124-38.0% |