Filed June 20, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,980 | $48,046+441.1% | $84,611+207.3% | $72,985+256.2% |
| Participation rate | 22.9% | 57.6%-34.7pp | 68.2%-45.3pp | 69.5%-46.6pp |
| Annual return | 21.18% | 37.38%-16.2pp | 258.74%-237.6pp | 81.00%-59.8pp |
| Employer contribution / active EE | $1,085 | $1,602-32.2% | $2,652-59.1% | $2,440-55.5% |
| Participant deferral / active EE | $1,991 | $2,680-25.7% | $3,899-48.9% | $3,607-44.8% |
| Admin fee / account holder | $1,889 | $3,395-44.3% | $4,912-61.5% | $5,124-63.1% |