Filed July 24, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $84,433 | $104,251-19.0% | $91,001-7.2% | $147,584-42.8% |
| Participation rate | 63.2% | 78.2%-15.1pp | 75.6%-12.4pp | 82.8%-19.7pp |
| Annual return | 19.27% | 27.06%-7.8pp | 4.60%+14.7pp | 578.55%-559.3pp |
| Employer contribution / active EE | $236 | $3,116-92.4% | $2,456-90.4% | $4,876-95.2% |
| Participant deferral / active EE | $1,161 | $4,195-72.3% | $3,547-67.3% | $5,439-78.6% |
| Admin fee / account holder | $7,599 | $8,948-15.1% | $5,417+40.3% | $10,885-30.2% |