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.)
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 | $75,704 | $100,754-24.9% | $86,677-12.7% | $134,475-43.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.28% | 29.04%-46.3pp | 35.91%-53.2pp | 417.96%-435.2pp |
| Employer contribution / active EE | $966 | $3,489-72.3% | $2,836-65.9% | $4,740-79.6% |
| Participant deferral / active EE | $4,362 | $5,338-18.3% | $4,656-6.3% | $6,400-31.8% |
| Admin fee / account holder | $848 | $10,926-92.2% | $7,493-88.7% | $11,426-92.6% |