Filed August 24, 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $305,778 | $140,588+117.5% | $123,104+148.4% | $125,391+143.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -1.20% | 16.80%-18.0pp | 13.22%-14.4pp | 282.22%-283.4pp |
| Employer contribution / active EE | $6,359 | $6,041+5.3% | $5,151+23.4% | $4,866+30.7% |
| Participant deferral / active EE | $10,646 | $6,980+52.5% | $6,230+70.9% | $5,352+98.9% |
| Admin fee / account holder | $20,363 | $11,198+81.8% | $9,015+125.9% | $9,540+113.4% |