Filed January 4, 1994
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.
Participant 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $834,447 | $124,425+570.6% | $112,040+644.8% | $137,256+507.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 16.47% | 24.72%-8.2pp | 24.52%-8.0pp | 220.34%-203.9pp |
| Employer contribution / active EE | $37,096 | $3,411+987.4% | $2,954+1155.8% | $4,156+792.6% |
| Participant deferral / active EE | $1,435 | $5,718-74.9% | $5,098-71.9% | $6,407-77.6% |
| Admin fee / account holder | $155,739 | $15,207+924.2% | $12,098+1187.3% | $12,270+1169.2% |