Filed January 23, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $83,613 | $103,376-19.1% | $87,100-4.0% | $152,861-45.3% |
| Participation rate | 95.5% | 79.3%+16.1pp | 76.9%+18.6pp | 82.4%+13.0pp |
| Annual return | 10.52% | 28.10%-17.6pp | 28.19%-17.7pp | 345.32%-334.8pp |
| Employer contribution / active EE | $981 | $3,220-69.6% | $2,521-61.1% | $4,762-79.4% |
| Participant deferral / active EE | $4,462 | $4,778-6.6% | $4,049+10.2% | $5,850-23.7% |
| Admin fee / account holder | $12,173 | $12,205-0.3% | $7,497+62.4% | $11,596+5.0% |