Filed December 21, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $64,161 | $98,240-34.7% | $82,313-22.1% | $147,584-56.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 3.12% | 30.85%-27.7pp | 25.88%-22.8pp | 578.55%-575.4pp |
| Employer contribution / active EE | $4,437 | $3,192+39.0% | $2,428+82.7% | $4,876-9.0% |
| Participant deferral / active EE | $6,561 | $4,383+49.7% | $3,706+77.0% | $5,439+20.6% |
| Admin fee / account holder | $2,382 | $8,563-72.2% | $5,608-57.5% | $10,885-78.1% |