Filed April 8, 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 7-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 | $24,996 | $53,596-53.4% | $90,645-72.4% | $64,186-61.1% |
| Participation rate | 84.4% | 64.5%+19.9pp | 74.0%+10.4pp | 69.6%+14.8pp |
| Annual return | -3.67% | 4.41%-8.1pp | 1.88%-5.6pp | 7.63%-11.3pp |
| Employer contribution / active EE | $1,094 | $1,503-27.2% | $2,532-56.8% | $2,381-54.0% |
| Participant deferral / active EE | $1,783 | $2,459-27.5% | $3,425-47.9% | $3,470-48.6% |
| Admin fee / account holder | $1,311 | $3,868-66.1% | $4,994-73.8% | $4,888-73.2% |