Filed January 5, 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 | $93,521 | $74,888+24.9% | $71,209+31.3% | $142,382-34.3% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 20.12% | 345.14%-325.0pp | 282.51%-262.4pp | 217.08%-197.0pp |
| Employer contribution / active EE | $7,073 | $2,854+147.8% | $2,721+159.9% | $4,299+64.5% |
| Participant deferral / active EE | $6,146 | $4,454+38.0% | $4,175+47.2% | $6,507-5.6% |
| Admin fee / account holder | $2,436 | $5,568-56.2% | $5,349-54.5% | $12,624-80.7% |