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.)
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 | $27,720 | $58,523-52.6% | $99,443-72.1% | $72,985-62.0% |
| Participation rate | 92.0% | 64.6%+27.4pp | 73.8%+18.2pp | 69.5%+22.5pp |
| Annual return | 15.60% | 28.51%-12.9pp | 30.72%-15.1pp | 81.00%-65.4pp |
| Employer contribution / active EE | $1,386 | $1,512-8.4% | $2,540-45.4% | $2,440-43.2% |
| Participant deferral / active EE | $2,152 | $2,606-17.4% | $3,619-40.5% | $3,607-40.3% |
| Admin fee / account holder | $503 | $4,102-87.7% | $6,250-92.0% | $5,124-90.2% |