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 | $93,439 | $185,200-49.5% | $142,863-34.6% | $167,490-44.2% |
| Participation rate | 78.6% | 78.4%+0.1pp | 71.9%+6.6pp | 82.1%-3.5pp |
| Annual return | 14.42% | 8555.70%-8541.3pp | 5637.54%-5623.1pp | 478.56%-464.1pp |
| Employer contribution / active EE | $4,319 | $5,604-22.9% | $4,144+4.2% | $4,837-10.7% |
| Participant deferral / active EE | $8,805 | $4,494+95.9% | $3,837+129.5% | $6,341+38.9% |
| Admin fee / account holder | $2,778 | $8,031-65.4% | $6,560-57.7% | $12,309-77.4% |