Filed July 5, 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 | $87,223 | $72,277+20.7% | $101,248-13.9% | $79,858+9.2% |
| Participation rate | 93.3% | 68.5%+24.9pp | 75.8%+17.5pp | 69.6%+23.7pp |
| Annual return | 24.60% | 22.30%+2.3pp | 46.47%-21.9pp | 31.71%-7.1pp |
| Employer contribution / active EE | $4,644 | $2,692+72.5% | $3,660+26.9% | $2,471+88.0% |
| Participant deferral / active EE | $6,995 | $3,282+113.2% | $4,370+60.1% | $3,740+87.0% |
| Admin fee / account holder | $9,652 | $4,400+119.4% | $5,945+62.3% | $5,306+81.9% |