Filed March 22, 1995
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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $62,676 | $59,402+5.5% | $93,654-33.1% | $74,546-15.9% |
| Participation rate | 50.4% | 59.7%-9.3pp | 68.7%-18.3pp | 67.2%-16.8pp |
| Annual return | 18.23% | 81.86%-63.6pp | 133.34%-115.1pp | 1366.03%-1347.8pp |
| Employer contribution / active EE | $432 | $1,265-65.9% | $2,421-82.2% | $2,624-83.6% |
| Participant deferral / active EE | $2,241 | $3,049-26.5% | $4,413-49.2% | $4,347-48.4% |
| Admin fee / account holder | $1,657 | $3,023-45.2% | $8,282-80.0% | $1,944-14.7% |