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 | $52,949 | $53,516-1.1% | $126,539-58.2% | $84,808-37.6% |
| Participation rate | 87.5% | 58.2%+29.3pp | 69.8%+17.7pp | 68.3%+19.2pp |
| Annual return | 14.16% | 58.34%-44.2pp | 425.95%-411.8pp | 40.90%-26.7pp |
| Employer contribution / active EE | $3,073 | $1,535+100.2% | $3,674-16.4% | $2,631+16.8% |
| Participant deferral / active EE | $3,197 | $2,671+19.7% | $4,083-21.7% | $4,212-24.1% |
| Admin fee / account holder | $13,155 | $4,497+192.6% | $6,065+116.9% | $7,344+79.1% |