Filed December 23, 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 9-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 | $156,096 | $160,055-2.5% | $140,016+11.5% | $135,375+15.3% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | 6.01% | 911.38%-905.4pp | 651.12%-645.1pp | 519.73%-513.7pp |
| Employer contribution / active EE | $4,274 | $6,420-33.4% | $5,606-23.8% | $4,779-10.6% |
| Participant deferral / active EE | $8,260 | $7,642+8.1% | $6,927+19.2% | $5,609+47.3% |
| Admin fee / account holder | $2,360 | $13,328-82.3% | $10,705-78.0% | $10,827-78.2% |