Filed November 14, 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 | $53,727 | $217,402-75.3% | $185,823-71.1% | $167,490-67.9% |
| Participation rate | 81.0% | 86.0%-5.1pp | 81.7%-0.7pp | 82.1%-1.2pp |
| Annual return | 15.75% | 148.36%-132.6pp | 122.05%-106.3pp | 478.56%-462.8pp |
| Employer contribution / active EE | $6,520 | $5,873+11.0% | $5,167+26.2% | $4,837+34.8% |
| Participant deferral / active EE | $3,585 | $6,356-43.6% | $5,568-35.6% | $6,341-43.5% |
| Admin fee / account holder | $1,925 | $19,811-90.3% | $16,237-88.1% | $12,309-84.4% |