Filed June 13, 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.)
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 | $113,682 | $105,181+8.1% | $159,436-28.7% | $85,850+32.4% |
| Participation rate | 94.4% | 75.8%+18.6pp | 82.8%+11.5pp | 69.3%+25.1pp |
| Annual return | 14.68% | 45.07%-30.4pp | 263.57%-248.9pp | 318.53%-303.9pp |
| Employer contribution / active EE | $3,751 | $3,318+13.0% | $4,829-22.3% | $2,565+46.2% |
| Participant deferral / active EE | $7,887 | $5,945+32.7% | $7,352+7.3% | $3,952+99.6% |
| Admin fee / account holder | $6,288 | $6,933-9.3% | $10,799-41.8% | $6,260+0.4% |