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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,811 | $93,571-55.3% | $135,903-69.2% | $75,163-44.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 18.27% | 30.90%-12.6pp | 68.23%-50.0pp | 160.62%-142.3pp |
| Employer contribution / active EE | $3,097 | $3,537-12.4% | $4,856-36.2% | $2,670+16.0% |
| Participant deferral / active EE | $5,889 | $6,404-8.0% | $7,758-24.1% | $4,125+42.8% |
| Admin fee / account holder | $1,570 | $6,975-77.5% | $10,762-85.4% | $5,651-72.2% |