Filed September 14, 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.)
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 | $17,605 | $54,762-67.9% | $90,281-80.5% | $72,985-75.9% |
| Participation rate | 97.2% | 65.1%+32.1pp | 73.3%+24.0pp | 69.5%+27.7pp |
| Annual return | 11.65% | 30.63%-19.0pp | 78.10%-66.4pp | 81.00%-69.4pp |
| Employer contribution / active EE | $2,525 | $2,092+20.7% | $2,854-11.5% | $2,440+3.5% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,607-100.0% |
| Admin fee / account holder | $1,080 | $3,972-72.8% | $5,351-79.8% | $5,124-78.9% |