Filed February 28, 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 | $162,687 | $126,519+28.6% | $106,201+53.2% | $145,959+11.5% |
| Participation rate | 70.8% | 77.7%-6.8pp | 75.3%-4.5pp | 80.3%-9.5pp |
| Annual return | 11.71% | 225.10%-213.4pp | 116.26%-104.5pp | 561.95%-550.2pp |
| Employer contribution / active EE | $1,379 | $3,726-63.0% | $3,170-56.5% | $4,661-70.4% |
| Participant deferral / active EE | $4,460 | $5,716-22.0% | $5,012-11.0% | $6,689-33.3% |
| Admin fee / account holder | $5,820 | $17,312-66.4% | $11,039-47.3% | $13,398-56.6% |