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 | $151,261 | $107,791+40.3% | $90,645+66.9% | $135,375+11.7% |
| Participation rate | 73.7% | 78.0%-4.4pp | 74.0%-0.3pp | 82.6%-9.0pp |
| Annual return | 0.41% | -0.90%+1.3pp | 1.88%-1.5pp | 519.73%-519.3pp |
| Employer contribution / active EE | $1,420 | $3,018-52.9% | $2,532-43.9% | $4,779-70.3% |
| Participant deferral / active EE | $5,183 | $3,872+33.9% | $3,425+51.3% | $5,609-7.6% |
| Admin fee / account holder | $1,556 | $5,930-73.8% | $4,994-68.8% | $10,827-85.6% |