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.
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 | $74,111 | $66,098+12.1% | $101,794-27.2% | $74,304-0.3% |
| Participation rate | 58.3% | 53.8%+4.5pp | 69.2%-10.9pp | 60.3%-2.1pp |
| Annual return | 15.14% | 19.59%-4.4pp | 30.53%-15.4pp | 29.43%-14.3pp |
| Employer contribution / active EE | $580 | $1,082-46.4% | $2,289-74.7% | $2,241-74.1% |
| Participant deferral / active EE | $3,085 | $2,781+10.9% | $4,084-24.5% | $3,767-18.1% |
| Admin fee / account holder | $1,254 | $4,146-69.8% | $8,777-85.7% | $2,969-57.8% |