Filed June 20, 1996
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 | $173,906 | $43,075+303.7% | $74,583+133.2% | $62,891+176.5% |
| Participation rate | 28.6% | 58.1%-29.5pp | 68.1%-39.5pp | 69.3%-40.7pp |
| Annual return | 8.84% | 17.50%-8.7pp | 20.47%-11.6pp | 20.14%-11.3pp |
| Employer contribution / active EE | $1,092 | $1,498-27.1% | $2,525-56.7% | $2,281-52.1% |
| Participant deferral / active EE | $1,729 | $2,389-27.7% | $3,458-50.0% | $3,203-46.0% |
| Admin fee / account holder | $2,590 | $2,840-8.8% | $4,138-37.4% | $4,296-39.7% |