Filed January 24, 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $606,086 | $102,966+488.6% | $90,281+571.3% | $152,861+296.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 21.95% | 95.16%-73.2pp | 78.10%-56.1pp | 345.32%-323.4pp |
| Employer contribution / active EE | $11,020 | $3,139+251.1% | $2,854+286.1% | $4,762+131.4% |
| Participant deferral / active EE | $15,044 | $4,281+251.4% | $3,885+287.2% | $5,850+157.2% |
| Admin fee / account holder | $4,619 | $6,171-25.1% | $5,351-13.7% | $11,596-60.2% |