Filed November 1, 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.)
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 | $230,565 | $131,829+74.9% | $108,579+112.3% | $273,961-15.8% |
| Participation rate | 92.3% | 83.5%+8.9pp | 79.6%+12.7pp | 83.0%+9.3pp |
| Annual return | 0.60% | -91.57%+92.2pp | -51.70%+52.3pp | 41.45%-40.9pp |
| Employer contribution / active EE | $8,587 | $4,912+74.8% | $3,758+128.5% | $4,869+76.4% |
| Participant deferral / active EE | $4,587 | $5,127-10.5% | $4,311+6.4% | $5,287-13.2% |
| Admin fee / account holder | $25,966 | $10,252+153.3% | $7,645+239.6% | $10,132+156.3% |