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 | $513,486 | $88,751+478.6% | $81,812+527.6% | $145,922+251.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.64% | 1025.40%-1012.8pp | 773.79%-761.1pp | 561.29%-548.6pp |
| Employer contribution / active EE | $24,073 | $3,083+680.8% | $2,912+726.6% | $4,660+416.6% |
| Participant deferral / active EE | $22,638 | $4,643+387.6% | $4,319+424.2% | $6,688+238.5% |
| Admin fee / account holder | $140,520 | $8,415+1569.8% | $7,386+1802.5% | $13,397+948.9% |