Filed February 6, 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 | $129,489 | $84,695+52.9% | $73,843+75.4% | $125,391+3.3% |
| Participation rate | 70.8% | 76.8%-5.9pp | 73.4%-2.6pp | 83.2%-12.4pp |
| Annual return | 0.05% | 3123.53%-3123.5pp | 2267.84%-2267.8pp | 282.22%-282.2pp |
| Employer contribution / active EE | $3,025 | $3,123-3.2% | $2,787+8.5% | $4,866-37.8% |
| Participant deferral / active EE | $5,003 | $3,992+25.3% | $3,583+39.6% | $5,352-6.5% |
| Admin fee / account holder | $4,144 | $5,691-27.2% | $4,880-15.1% | $9,540-56.6% |