Filed March 11, 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 | $125,888 | $104,251+20.8% | $91,001+38.3% | $147,584-14.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 15.49% | 27.06%-11.6pp | 4.60%+10.9pp | 578.55%-563.1pp |
| Employer contribution / active EE | $6,847 | $3,116+119.8% | $2,456+178.8% | $4,876+40.4% |
| Participant deferral / active EE | $3,744 | $4,195-10.8% | $3,547+5.5% | $5,439-31.2% |
| Admin fee / account holder | $8,404 | $8,948-6.1% | $5,417+55.1% | $10,885-22.8% |