Filed May 18, 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,267 | $104,907+32.8% | $84,611+64.6% | $152,861-8.9% |
| Participation rate | 87.0% | 74.8%+12.1pp | 68.2%+18.7pp | 82.4%+4.5pp |
| Annual return | 19.50% | 373.79%-354.3pp | 258.74%-239.2pp | 345.32%-325.8pp |
| Employer contribution / active EE | $790 | $3,302-76.1% | $2,652-70.2% | $4,762-83.4% |
| Participant deferral / active EE | $5,326 | $4,688+13.6% | $3,899+36.6% | $5,850-9.0% |
| Admin fee / account holder | $3,158 | $6,241-49.4% | $4,912-35.7% | $11,596-72.8% |