Filed March 8, 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 | $270,195 | $115,770+133.4% | $101,248+166.9% | $158,922+70.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 24.24% | 56.14%-31.9pp | 46.47%-22.2pp | 302.83%-278.6pp |
| Employer contribution / active EE | $7,238 | $4,175+73.4% | $3,660+97.8% | $4,761+52.0% |
| Participant deferral / active EE | $13,994 | $4,957+182.3% | $4,370+220.2% | $5,982+133.9% |
| Admin fee / account holder | $29,670 | $7,245+309.5% | $5,945+399.0% | $11,246+163.8% |