Filed April 11, 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 | $65,775 | $60,349+9.0% | $74,183-11.3% | $62,891+4.6% |
| Participation rate | 88.6% | 72.7%+15.9pp | 76.6%+12.0pp | 69.3%+19.3pp |
| Annual return | 9.90% | 21.37%-11.5pp | 17.74%-7.8pp | 20.14%-10.2pp |
| Employer contribution / active EE | $455 | $1,680-72.9% | $2,370-80.8% | $2,281-80.1% |
| Participant deferral / active EE | $2,367 | $2,856-17.1% | $3,550-33.3% | $3,203-26.1% |
| Admin fee / account holder | $3,783 | $4,261-11.2% | $5,586-32.3% | $4,296-11.9% |