Filed January 2, 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.)
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 | $50,274 | $85,766-41.4% | $136,294-63.1% | $70,131-28.3% |
| Participation rate | 56.9% | 74.2%-17.3pp | 81.9%-25.0pp | 69.5%-12.6pp |
| Annual return | 11.60% | 31.45%-19.9pp | 5155.94%-5144.3pp | 73.14%-61.5pp |
| Employer contribution / active EE | $2,227 | $2,966-24.9% | $4,695-52.6% | $2,342-4.9% |
| Participant deferral / active EE | $3,483 | $5,051-31.1% | $6,247-44.2% | $3,332+4.5% |
| Admin fee / account holder | $2,399 | $5,420-55.7% | $9,243-74.0% | $4,645-48.4% |