Filed June 29, 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 | $83,024 | $58,851+41.1% | $115,157-27.9% | $72,985+13.8% |
| Participation rate | 54.1% | 65.5%-11.5pp | 75.9%-21.8pp | 69.5%-15.4pp |
| Annual return | 15.77% | 23.16%-7.4pp | 35.60%-19.8pp | 81.00%-65.2pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $3,179-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,377 | $2,643+27.8% | $4,168-19.0% | $3,607-6.4% |
| Admin fee / account holder | $1,362 | $6,370-78.6% | $7,088-80.8% | $5,124-73.4% |