Filed November 28, 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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,319 | $42,548-35.8% | $74,550-63.4% | $56,287-51.5% |
| Participation rate | 82.1% | 60.5%+21.6pp | 69.1%+12.9pp | 69.9%+12.2pp |
| Annual return | 5.65% | 12.40%-6.8pp | 32.53%-26.9pp | -9.96%+15.6pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,052 | $2,277+34.0% | $3,108-1.8% | $3,350-8.9% |
| Admin fee / account holder | $3,368 | $467+620.9% | $5,060-33.4% | $521+546.5% |