Filed March 10, 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 | $55,608 | $98,750-43.7% | $149,696-62.9% | $79,858-30.4% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.5%+13.7pp | 69.6%+26.5pp |
| Annual return | 31.59% | 27.43%+4.2pp | 276.60%-245.0pp | 31.71%-0.1pp |
| Employer contribution / active EE | $2,404 | $3,216-25.3% | $4,644-48.2% | $2,471-2.7% |
| Participant deferral / active EE | $4,506 | $5,680-20.7% | $6,842-34.1% | $3,740+20.5% |
| Admin fee / account holder | $426 | $6,053-93.0% | $9,309-95.4% | $5,306-92.0% |