Filed July 22, 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 | $112,075 | $183,963-39.1% | $162,163-30.9% | $152,861-26.7% |
| Participation rate | 94.4% | 88.5%+5.9pp | 87.6%+6.9pp | 82.4%+12.0pp |
| Annual return | 13.40% | 150.76%-137.4pp | 115.59%-102.2pp | 345.32%-331.9pp |
| Employer contribution / active EE | $1,481 | $6,371-76.7% | $5,614-73.6% | $4,762-68.9% |
| Participant deferral / active EE | $3,749 | $8,034-53.3% | $7,298-48.6% | $5,850-35.9% |
| Admin fee / account holder | $1,845 | $13,121-85.9% | $10,843-83.0% | $11,596-84.1% |