Filed January 13, 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 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.
Participant 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,428 | $58,927-85.7% | $76,817-89.0% | $72,985-88.5% |
| Participation rate | 83.3% | 67.3%+16.0pp | 72.1%+11.3pp | 69.5%+13.8pp |
| Annual return | 12.79% | 2305.64%-2292.9pp | 1166.11%-1153.3pp | 81.00%-68.2pp |
| Employer contribution / active EE | $476 | $1,787-73.3% | $2,302-79.3% | $2,440-80.5% |
| Participant deferral / active EE | $214 | $2,690-92.1% | $3,336-93.6% | $3,607-94.1% |
| Admin fee / account holder | $914 | $4,013-77.2% | $6,420-85.8% | $5,124-82.2% |