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.)
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 | $100,888 | $78,422+28.6% | $95,952+5.1% | $79,858+26.3% |
| Participation rate | 92.1% | 73.5%+18.6pp | 77.1%+15.0pp | 69.6%+22.5pp |
| Annual return | 6.19% | 19.37%-13.2pp | 91.61%-85.4pp | 31.71%-25.5pp |
| Employer contribution / active EE | $789 | $1,945-59.4% | $2,541-68.9% | $2,471-68.0% |
| Participant deferral / active EE | $4,252 | $3,440+23.6% | $4,167+2.1% | $3,740+13.7% |
| Admin fee / account holder | $4,776 | $5,622-15.0% | $6,795-29.7% | $5,306-10.0% |