Filed November 20, 1996
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 | $27,146 | $41,377-34.4% | $109,313-75.2% | $62,891-56.8% |
| Participation rate | 43.2% | 57.5%-14.3pp | 71.3%-28.0pp | 69.3%-26.1pp |
| Annual return | 7.26% | 11.05%-3.8pp | 22.07%-14.8pp | 20.14%-12.9pp |
| Employer contribution / active EE | $539 | $1,276-57.8% | $3,892-86.2% | $2,281-76.4% |
| Participant deferral / active EE | $1,629 | $2,045-20.3% | $3,166-48.5% | $3,203-49.1% |
| Admin fee / account holder | $2,323 | $2,884-19.4% | $5,666-59.0% | $4,296-45.9% |