Filed May 22, 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.
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.)
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 | $35,135 | $63,703-44.8% | $93,063-62.2% | $82,448-57.4% |
| Participation rate | 76.0% | 63.8%+12.2pp | 72.1%+3.9pp | 68.1%+7.9pp |
| Annual return | 12.80% | -775.43%+788.2pp | 34.15%-21.4pp | 41.64%-28.8pp |
| Employer contribution / active EE | $204 | $1,729-88.2% | $2,476-91.8% | $2,551-92.0% |
| Participant deferral / active EE | $975 | $2,919-66.6% | $3,958-75.4% | $4,139-76.4% |
| Admin fee / account holder | $675 | $5,982-88.7% | $6,033-88.8% | $7,234-90.7% |