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 | $245,686 | $144,119+70.5% | $117,854+108.5% | $147,584+66.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 7.99% | 531.15%-523.2pp | 335.08%-327.1pp | 578.55%-570.6pp |
| Employer contribution / active EE | $6,991 | $4,896+42.8% | $3,786+84.7% | $4,876+43.4% |
| Participant deferral / active EE | $5,053 | $5,316-4.9% | $4,482+12.7% | $5,439-7.1% |
| Admin fee / account holder | $13,781 | $10,886+26.6% | $8,020+71.8% | $10,885+26.6% |