Filed June 2, 1995 (most recent of 2 filings on file)
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,855 | $46,869-25.6% | $122,332-71.5% | $70,131-50.3% |
| Participation rate | 98.0% | 58.2%+39.9pp | 71.6%+26.4pp | 69.5%+28.5pp |
| Annual return | 17.34% | 24.22%-6.9pp | 30.27%-12.9pp | 73.14%-55.8pp |
| Employer contribution / active EE | $3,446 | $1,288+167.6% | $4,050-14.9% | $2,342+47.1% |
| Participant deferral / active EE | $0 | $2,166-100.0% | $3,287-100.0% | $3,332-100.0% |
| Admin fee / account holder | $719 | $3,322-78.4% | $5,478-86.9% | $4,645-84.5% |