Filed October 14, 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $610,857 | $154,228+296.1% | $145,433+320.0% | $137,256+345.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.59% | 74.59%-64.0pp | 66.58%-56.0pp | 220.34%-209.8pp |
| Employer contribution / active EE | $7,286 | $4,804+51.7% | $4,554+60.0% | $4,156+75.3% |
| Participant deferral / active EE | $13,178 | $8,216+60.4% | $7,897+66.9% | $6,407+105.7% |
| Admin fee / account holder | $42,732 | $14,344+197.9% | $13,129+225.5% | $12,270+248.3% |