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 | $86,993 | $99,079-12.2% | $77,999+11.5% | $273,961-68.2% |
| Participation rate | 71.4% | 78.6%-7.1pp | 75.5%-4.1pp | 83.0%-11.6pp |
| Annual return | 6.92% | 217.93%-211.0pp | 425.96%-419.0pp | 41.45%-34.5pp |
| Employer contribution / active EE | $1,034 | $3,308-68.7% | $2,470-58.1% | $4,869-78.8% |
| Participant deferral / active EE | $3,084 | $4,306-28.4% | $3,497-11.8% | $5,287-41.7% |
| Admin fee / account holder | $1,238 | $8,954-86.2% | $5,480-77.4% | $10,132-87.8% |