Filed December 29, 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 | $143,100 | $113,339+26.3% | $94,993+50.6% | $147,584-3.0% |
| Participation rate | 78.9% | 78.0%+1.0pp | 73.9%+5.1pp | 82.8%-3.9pp |
| Annual return | 16.20% | 20.77%-4.6pp | 27.12%-10.9pp | 578.55%-562.3pp |
| Employer contribution / active EE | $1,285 | $3,160-59.3% | $2,603-50.6% | $4,876-73.6% |
| Participant deferral / active EE | $4,928 | $3,777+30.5% | $3,317+48.6% | $5,439-9.4% |
| Admin fee / account holder | $1,092 | $6,063-82.0% | $4,960-78.0% | $10,885-90.0% |