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 | $279,931 | $52,279+435.5% | $89,391+213.2% | $79,858+250.5% |
| Participation rate | 25.5% | 57.5%-32.0pp | 68.0%-42.4pp | 69.6%-44.1pp |
| Annual return | 12.01% | 22.16%-10.2pp | 245.62%-233.6pp | 31.71%-19.7pp |
| Employer contribution / active EE | $1,502 | $1,572-4.4% | $2,586-41.9% | $2,471-39.2% |
| Participant deferral / active EE | $2,640 | $2,740-3.6% | $3,890-32.1% | $3,740-29.4% |
| Admin fee / account holder | $4,746 | $3,356+41.4% | $4,881-2.8% | $5,306-10.6% |