Filed December 9, 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 5-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 | $118,125 | $177,572-33.5% | $154,803-23.7% | $142,382-17.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.03% | 65.07%-51.0pp | 58.88%-44.9pp | 217.08%-203.0pp |
| Employer contribution / active EE | $2,523 | $4,810-47.6% | $4,305-41.4% | $4,299-41.3% |
| Participant deferral / active EE | $5,305 | $6,272-15.4% | $5,540-4.2% | $6,507-18.5% |
| Admin fee / account holder | $1,193 | $16,786-92.9% | $14,329-91.7% | $12,624-90.6% |