Filed July 24, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $57,583 | $83,908-31.4% | $68,509-15.9% | $125,391-54.1% |
| Participation rate | 88.9% | 78.2%+10.7pp | 74.7%+14.2pp | 83.2%+5.7pp |
| Annual return | -1.16% | 14.48%-15.6pp | 8.27%-9.4pp | 282.22%-283.4pp |
| Employer contribution / active EE | $248 | $3,031-91.8% | $2,278-89.1% | $4,866-94.9% |
| Participant deferral / active EE | $1,430 | $4,125-65.3% | $3,382-57.7% | $5,352-73.3% |
| Admin fee / account holder | $352 | $8,982-96.1% | $5,275-93.3% | $9,540-96.3% |