Filed May 4, 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 | $41,018 | $98,750-58.5% | $149,696-72.6% | $79,858-48.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 20.99% | 27.43%-6.4pp | 276.60%-255.6pp | 31.71%-10.7pp |
| Employer contribution / active EE | $2,861 | $3,216-11.1% | $4,644-38.4% | $2,471+15.8% |
| Participant deferral / active EE | $4,985 | $5,680-12.2% | $6,842-27.1% | $3,740+33.3% |
| Admin fee / account holder | $1,481 | $6,053-75.5% | $9,309-84.1% | $5,306-72.1% |