Filed August 31, 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 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $384,602 | $100,852+281.4% | $90,404+325.4% | $158,922+142.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.87% | 1724.20%-1710.3pp | 1293.02%-1279.1pp | 302.83%-289.0pp |
| Employer contribution / active EE | $16,242 | $3,689+340.3% | $3,262+397.9% | $4,761+241.1% |
| Participant deferral / active EE | $13,104 | $4,348+201.4% | $3,963+230.6% | $5,982+119.1% |
| Admin fee / account holder | $26,331 | $6,501+305.0% | $5,611+369.3% | $11,246+134.1% |