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 | $448,603 | $153,772+191.7% | $133,980+234.8% | $273,961+63.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.76% | 36.51%-28.8pp | 29.30%-21.5pp | 41.45%-33.7pp |
| Employer contribution / active EE | $7,909 | $6,029+31.2% | $5,211+51.8% | $4,869+62.4% |
| Participant deferral / active EE | $16,296 | $6,958+134.2% | $6,282+159.4% | $5,287+208.2% |
| Admin fee / account holder | $15,421 | $11,765+31.1% | $9,324+65.4% | $10,132+52.2% |