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 | $223,630 | $121,625+83.9% | $104,607+113.8% | $158,922+40.7% |
| Participation rate | 70.0% | 77.5%-7.5pp | 74.1%-4.1pp | 82.0%-12.0pp |
| Annual return | 16.28% | 465.26%-449.0pp | 340.46%-324.2pp | 302.83%-286.5pp |
| Employer contribution / active EE | $1,435 | $3,163-54.6% | $2,681-46.5% | $4,761-69.9% |
| Participant deferral / active EE | $4,895 | $4,177+17.2% | $3,740+30.9% | $5,982-18.2% |
| Admin fee / account holder | $1,820 | $7,787-76.6% | $6,473-71.9% | $11,246-83.8% |