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 | $607,453 | $100,852+502.3% | $90,404+571.9% | $158,922+282.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.50% | 1724.20%-1707.7pp | 1293.02%-1276.5pp | 302.83%-286.3pp |
| Employer contribution / active EE | $9,572 | $3,689+159.5% | $3,262+193.5% | $4,761+101.1% |
| Participant deferral / active EE | $9,461 | $4,348+117.6% | $3,963+138.7% | $5,982+58.2% |
| Admin fee / account holder | $4,396 | $6,501-32.4% | $5,611-21.6% | $11,246-60.9% |