Filed January 31, 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 9-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,981 | $76,367-80.4% | $93,606-84.0% | $72,985-79.5% |
| Participation rate | 52.5% | 71.7%-19.2pp | 75.8%-23.3pp | 69.5%-17.0pp |
| Annual return | 23.98% | 25.82%-1.8pp | 32.76%-8.8pp | 81.00%-57.0pp |
| Employer contribution / active EE | $1,495 | $2,275-34.3% | $2,718-45.0% | $2,440-38.7% |
| Participant deferral / active EE | $1,767 | $3,538-50.1% | $4,069-56.6% | $3,607-51.0% |
| Admin fee / account holder | $2,651 | $6,838-61.2% | $7,888-66.4% | $5,124-48.3% |