Filed December 15, 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.
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 | $53,594 | $107,334-50.1% | $92,893-42.3% | $152,861-64.9% |
| Participation rate | 82.4% | 79.8%+2.6pp | 76.0%+6.3pp | 82.4%-0.1pp |
| Annual return | 26.67% | 145.58%-118.9pp | 109.41%-82.7pp | 345.32%-318.6pp |
| Employer contribution / active EE | $1,013 | $4,221-76.0% | $3,653-72.3% | $4,762-78.7% |
| Participant deferral / active EE | $2,806 | $4,845-42.1% | $4,236-33.8% | $5,850-52.0% |
| Admin fee / account holder | $616 | $7,079-91.3% | $5,794-89.4% | $11,596-94.7% |