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 | $46,851 | $53,162-11.9% | $91,220-48.6% | $68,494-31.6% |
| Participation rate | 79.5% | 63.2%+16.2pp | 73.2%+6.3pp | 67.9%+11.6pp |
| Annual return | -13.37% | -3.14%-10.2pp | 114.01%-127.4pp | -7.84%-5.5pp |
| Employer contribution / active EE | $1,325 | $1,709-22.5% | $2,850-53.5% | $2,596-49.0% |
| Participant deferral / active EE | $3,054 | $2,974+2.7% | $4,234-27.9% | $4,027-24.2% |
| Admin fee / account holder | $13,189 | $4,493+193.5% | $5,420+143.4% | $5,403+144.1% |