Filed August 3, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,352 | $91,552-54.8% | $133,956-69.1% | $79,858-48.2% |
| Participation rate | 88.7% | 73.3%+15.3pp | 79.8%+8.8pp | 69.6%+19.0pp |
| Annual return | 19.44% | 61.85%-42.4pp | 45.09%-25.7pp | 31.71%-12.3pp |
| Employer contribution / active EE | $166 | $2,384-93.0% | $3,919-95.8% | $2,471-93.3% |
| Participant deferral / active EE | $1,552 | $3,733-58.4% | $5,048-69.2% | $3,740-58.5% |
| Admin fee / account holder | $4,900 | $6,321-22.5% | $8,927-45.1% | $5,306-7.7% |