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.)
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 | $113,236 | $148,978-24.0% | $200,582-43.5% | $84,808+33.5% |
| Participation rate | 54.8% | 84.2%-29.4pp | 86.9%-32.1pp | 68.3%-13.5pp |
| Annual return | 13.65% | 28.16%-14.5pp | 42.33%-28.7pp | 40.90%-27.2pp |
| Employer contribution / active EE | $1,770 | $4,815-63.2% | $6,419-72.4% | $2,631-32.7% |
| Participant deferral / active EE | $4,396 | $7,142-38.5% | $9,331-52.9% | $4,212+4.4% |
| Admin fee / account holder | $3,837 | $13,977-72.6% | $16,305-76.5% | $7,344-47.8% |