Filed August 11, 1994
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 | $89,128 | $80,717+10.4% | $154,803-42.4% | $84,808+5.1% |
| Participation rate | 61.3% | 66.8%-5.5pp | 78.1%-16.8pp | 68.3%-7.0pp |
| Annual return | 12.54% | 37.96%-25.4pp | 58.88%-46.3pp | 40.90%-28.4pp |
| Employer contribution / active EE | $1,209 | $2,761-56.2% | $4,305-71.9% | $2,631-54.0% |
| Participant deferral / active EE | $3,408 | $3,303+3.2% | $5,540-38.5% | $4,212-19.1% |
| Admin fee / account holder | $23,795 | $6,746+252.7% | $14,329+66.1% | $7,344+224.0% |