Filed April 8, 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 7-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 | $40,336 | $113,339-64.4% | $94,993-57.5% | $147,584-72.7% |
| Participation rate | 58.3% | 78.0%-19.6pp | 73.9%-15.6pp | 82.8%-24.5pp |
| Annual return | 12.59% | 20.77%-8.2pp | 27.12%-14.5pp | 578.55%-566.0pp |
| Employer contribution / active EE | $1,354 | $3,160-57.2% | $2,603-48.0% | $4,876-72.2% |
| Participant deferral / active EE | $1,986 | $3,777-47.4% | $3,317-40.1% | $5,439-63.5% |
| Admin fee / account holder | $649 | $6,063-89.3% | $4,960-86.9% | $10,885-94.0% |