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 | $34,694 | $121,625-71.5% | $104,607-66.8% | $158,922-78.2% |
| Participation rate | 73.7% | 77.5%-3.8pp | 74.1%-0.4pp | 82.0%-8.3pp |
| Annual return | 15.43% | 465.26%-449.8pp | 340.46%-325.0pp | 302.83%-287.4pp |
| Employer contribution / active EE | $1,173 | $3,163-62.9% | $2,681-56.2% | $4,761-75.4% |
| Participant deferral / active EE | $1,970 | $4,177-52.8% | $3,740-47.3% | $5,982-67.1% |
| Admin fee / account holder | $2,525 | $7,787-67.6% | $6,473-61.0% | $11,246-77.5% |