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 | $164,533 | $109,327+50.5% | $89,391+84.1% | $158,922+3.5% |
| Participation rate | 87.0% | 74.3%+12.7pp | 68.0%+19.0pp | 82.0%+5.0pp |
| Annual return | 14.52% | 345.68%-331.2pp | 245.62%-231.1pp | 302.83%-288.3pp |
| Employer contribution / active EE | $773 | $3,170-75.6% | $2,586-70.1% | $4,761-83.8% |
| Participant deferral / active EE | $5,311 | $4,598+15.5% | $3,890+36.5% | $5,982-11.2% |
| Admin fee / account holder | $1,807 | $6,153-70.6% | $4,881-63.0% | $11,246-83.9% |