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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $143,921 | $95,803+50.2% | $113,168+27.2% | $84,808+69.7% |
| Participation rate | 80.6% | 72.9%+7.7pp | 76.6%+4.0pp | 68.3%+12.2pp |
| Annual return | 21.28% | 25.00%-3.7pp | 24.27%-3.0pp | 40.90%-19.6pp |
| Employer contribution / active EE | $661 | $2,360-72.0% | $2,975-77.8% | $2,631-74.9% |
| Participant deferral / active EE | $5,405 | $4,242+27.4% | $5,107+5.8% | $4,212+28.3% |
| Admin fee / account holder | $7,031 | $8,989-21.8% | $12,068-41.7% | $7,344-4.3% |