Filed May 13, 1997
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $103,488 | $49,915+107.3% | $154,803-33.1% | $74,304+39.3% |
| Participation rate | 56.5% | 54.0%+2.5pp | 78.1%-21.6pp | 60.3%-3.9pp |
| Annual return | 11.97% | 34.06%-22.1pp | 58.88%-46.9pp | 29.43%-17.5pp |
| Employer contribution / active EE | $923 | $1,611-42.7% | $4,305-78.6% | $2,241-58.8% |
| Participant deferral / active EE | $3,743 | $2,255+66.0% | $5,540-32.4% | $3,767-0.6% |
| Admin fee / account holder | $16,192 | $2,189+639.7% | $14,329+13.0% | $2,969+445.4% |