Filed October 25, 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.)
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 | $48,928 | $84,233-41.9% | $170,442-71.3% | $70,131-30.2% |
| Participation rate | 40.2% | 70.8%-30.6pp | 83.6%-43.4pp | 69.5%-29.3pp |
| Annual return | 14.06% | 23.06%-9.0pp | 205.93%-191.9pp | 73.14%-59.1pp |
| Employer contribution / active EE | $775 | $3,387-77.1% | $5,433-85.7% | $2,342-66.9% |
| Participant deferral / active EE | $2,154 | $3,086-30.2% | $4,939-56.4% | $3,332-35.3% |
| Admin fee / account holder | $3,196 | $5,698-43.9% | $13,880-77.0% | $4,645-31.2% |