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.)
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $505,524 | $74,888+575.0% | $71,209+609.9% | $142,382+255.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 10.90% | 345.14%-334.2pp | 282.51%-271.6pp | 217.08%-206.2pp |
| Employer contribution / active EE | $22,554 | $2,854+690.2% | $2,721+728.9% | $4,299+424.6% |
| Participant deferral / active EE | $17,543 | $4,454+293.8% | $4,175+320.2% | $6,507+169.6% |
| Admin fee / account holder | $185,401 | $5,568+3229.6% | $5,349+3366.2% | $12,624+1368.7% |