Filed October 11, 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 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.)
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 | $53,505 | $51,576+3.7% | $129,207-58.6% | $80,856-33.8% |
| Participation rate | 84.9% | 57.0%+27.9pp | 69.6%+15.3pp | 67.6%+17.3pp |
| Annual return | 13.26% | 20.81%-7.5pp | 9417.33%-9404.1pp | 35.59%-22.3pp |
| Employer contribution / active EE | $2,898 | $1,584+83.0% | $4,153-30.2% | $2,755+5.2% |
| Participant deferral / active EE | $2,352 | $2,669-11.9% | $4,168-43.6% | $4,296-45.3% |
| Admin fee / account holder | $1,781 | $4,305-58.6% | $7,715-76.9% | $6,918-74.3% |