Filed February 15, 1995
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.
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 | $136,563 | $74,888+82.4% | $71,209+91.8% | $142,382-4.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 18.74% | 345.14%-326.4pp | 282.51%-263.8pp | 217.08%-198.3pp |
| Employer contribution / active EE | $5,269 | $2,854+84.6% | $2,721+93.6% | $4,299+22.6% |
| Participant deferral / active EE | $13,174 | $4,454+195.7% | $4,175+215.5% | $6,507+102.4% |
| Admin fee / account holder | $686 | $5,568-87.7% | $5,349-87.2% | $12,624-94.6% |