Filed January 30, 1996
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 | $100,166 | $53,516+87.2% | $126,539-20.8% | $84,808+18.1% |
| Participation rate | 72.0% | 58.2%+13.8pp | 69.8%+2.2pp | 68.3%+3.7pp |
| Annual return | 14.51% | 58.34%-43.8pp | 425.95%-411.4pp | 40.90%-26.4pp |
| Employer contribution / active EE | $5,171 | $1,535+236.9% | $3,674+40.7% | $2,631+96.5% |
| Participant deferral / active EE | $12,242 | $2,671+358.4% | $4,083+199.9% | $4,212+190.7% |
| Admin fee / account holder | $6,988 | $4,497+55.4% | $6,065+15.2% | $7,344-4.8% |