Filed August 1, 1994
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 | $76,234 | $63,861+19.4% | $104,607-27.1% | $79,858-4.5% |
| Participation rate | 74.2% | 64.9%+9.3pp | 74.1%+0.2pp | 69.6%+4.6pp |
| Annual return | 12.04% | 21.30%-9.3pp | 340.46%-328.4pp | 31.71%-19.7pp |
| Employer contribution / active EE | $1,158 | $1,588-27.1% | $2,681-56.8% | $2,471-53.1% |
| Participant deferral / active EE | $2,172 | $2,693-19.4% | $3,740-41.9% | $3,740-41.9% |
| Admin fee / account holder | $13,366 | $4,185+219.4% | $6,473+106.5% | $5,306+151.9% |