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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $166,976 | $96,305+73.4% | $80,569+107.2% | $139,434+19.8% |
| Participation rate | 85.7% | 73.6%+12.1pp | 67.0%+18.7pp | 80.3%+5.4pp |
| Annual return | 8.44% | 1350.08%-1341.6pp | 935.43%-927.0pp | 372.94%-364.5pp |
| Employer contribution / active EE | $882 | $3,262-73.0% | $2,723-67.6% | $4,751-81.4% |
| Participant deferral / active EE | $5,208 | $5,232-0.4% | $4,447+17.1% | $6,710-22.4% |
| Admin fee / account holder | $391 | $6,599-94.1% | $5,377-92.7% | $11,403-96.6% |