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 | $73,189 | $110,257-33.6% | $96,544-24.2% | $139,434-47.5% |
| Participation rate | 95.7% | 78.1%+17.6pp | 76.0%+19.7pp | 80.3%+15.3pp |
| Annual return | 5.34% | 26.32%-21.0pp | 25.84%-20.5pp | 372.94%-367.6pp |
| Employer contribution / active EE | $920 | $3,620-74.6% | $2,965-69.0% | $4,751-80.6% |
| Participant deferral / active EE | $4,442 | $5,548-19.9% | $4,851-8.4% | $6,710-33.8% |
| Admin fee / account holder | $14,704 | $11,591+26.9% | $8,252+78.2% | $11,403+29.0% |