Filed December 8, 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 | $62,934 | $81,460-22.7% | $103,333-39.1% | $80,856-22.2% |
| Participation rate | 85.0% | 66.8%+18.2pp | 74.5%+10.5pp | 67.6%+17.4pp |
| Annual return | 12.88% | 25.55%-12.7pp | 24.88%-12.0pp | 35.59%-22.7pp |
| Employer contribution / active EE | $2,561 | $3,105-17.5% | $3,868-33.8% | $2,755-7.0% |
| Participant deferral / active EE | $3,536 | $3,869-8.6% | $5,057-30.1% | $4,296-17.7% |
| Admin fee / account holder | $7,579 | $6,566+15.4% | $8,355-9.3% | $6,918+9.6% |