Filed July 1, 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.)
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 | $85,015 | $138,347-38.5% | $184,203-53.8% | $80,856+5.1% |
| Participation rate | 57.3% | 83.9%-26.5pp | 86.8%-29.5pp | 67.6%-10.3pp |
| Annual return | 10.96% | 20.02%-9.1pp | 28.81%-17.9pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,677 | $4,850-65.4% | $6,427-73.9% | $2,755-39.1% |
| Participant deferral / active EE | $4,039 | $7,071-42.9% | $9,131-55.8% | $4,296-6.0% |
| Admin fee / account holder | $1,414 | $10,483-86.5% | $13,901-89.8% | $6,918-79.6% |