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 | $35,398 | $46,869-24.5% | $122,332-71.1% | $70,131-49.5% |
| Participation rate | 48.4% | 58.2%-9.8pp | 71.6%-23.2pp | 69.5%-21.2pp |
| Annual return | 17.13% | 24.22%-7.1pp | 30.27%-13.1pp | 73.14%-56.0pp |
| Employer contribution / active EE | $531 | $1,288-58.7% | $4,050-86.9% | $2,342-77.3% |
| Participant deferral / active EE | $1,809 | $2,166-16.5% | $3,287-45.0% | $3,332-45.7% |
| Admin fee / account holder | $4,040 | $3,322+21.6% | $5,478-26.3% | $4,645-13.0% |