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 | $61,900 | $99,079-37.5% | $77,999-20.6% | $273,961-77.4% |
| Participation rate | 88.2% | 78.6%+9.7pp | 75.5%+12.7pp | 83.0%+5.2pp |
| Annual return | 6.48% | 217.93%-211.5pp | 425.96%-419.5pp | 41.45%-35.0pp |
| Employer contribution / active EE | $305 | $3,308-90.8% | $2,470-87.6% | $4,869-93.7% |
| Participant deferral / active EE | $1,459 | $4,306-66.1% | $3,497-58.3% | $5,287-72.4% |
| Admin fee / account holder | $1,592 | $8,954-82.2% | $5,480-71.0% | $10,132-84.3% |