Filed January 13, 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 9-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.
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,826 | $59,101-85.1% | $77,163-88.6% | $75,163-88.3% |
| Participation rate | 67.6% | 63.9%+3.7pp | 69.6%-2.0pp | 67.2%+0.4pp |
| Annual return | 7.04% | 26.71%-19.7pp | 37.87%-30.8pp | 160.62%-153.6pp |
| Employer contribution / active EE | $541 | $1,995-72.9% | $2,535-78.7% | $2,670-79.8% |
| Participant deferral / active EE | $439 | $2,999-85.4% | $3,833-88.5% | $4,125-89.4% |
| Admin fee / account holder | $1,287 | $4,774-73.1% | $5,472-76.5% | $5,651-77.2% |