Filed July 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 | $83,107 | $48,076+72.9% | $78,689+5.6% | $62,891+32.1% |
| Participation rate | 93.1% | 65.2%+27.9pp | 73.6%+19.5pp | 69.3%+23.8pp |
| Annual return | 17.68% | 31.35%-13.7pp | 62.18%-44.5pp | 20.14%-2.5pp |
| Employer contribution / active EE | $3,299 | $2,015+63.8% | $2,851+15.7% | $2,281+44.6% |
| Participant deferral / active EE | $7,280 | $2,588+181.3% | $3,517+107.0% | $3,203+127.3% |
| Admin fee / account holder | $12,444 | $3,207+288.0% | $4,510+175.9% | $4,296+189.7% |