Filed September 27, 1994
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 8-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 | $68,701 | $176,377-61.0% | $134,143-48.8% | $158,922-56.8% |
| Participation rate | 88.2% | 78.7%+9.5pp | 72.2%+16.1pp | 82.0%+6.3pp |
| Annual return | 10.51% | 63.63%-53.1pp | 36.33%-25.8pp | 302.83%-292.3pp |
| Employer contribution / active EE | $4,426 | $5,040-12.2% | $3,704+19.5% | $4,761-7.0% |
| Participant deferral / active EE | $9,323 | $4,091+127.9% | $3,499+166.5% | $5,982+55.8% |
| Admin fee / account holder | $25,333 | $8,718+190.6% | $6,684+279.0% | $11,246+125.3% |