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 | $97,935 | $82,664+18.5% | $125,339-21.9% | $68,494+43.0% |
| Participation rate | 98.2% | 75.0%+23.2pp | 82.4%+15.9pp | 67.9%+30.4pp |
| Annual return | -17.77% | -5.97%-11.8pp | 572.05%-589.8pp | -7.84%-9.9pp |
| Employer contribution / active EE | $4,092 | $3,381+21.0% | $4,814-15.0% | $2,596+57.6% |
| Participant deferral / active EE | $8,481 | $6,110+38.8% | $7,446+13.9% | $4,027+110.6% |
| Admin fee / account holder | $1,287 | $6,275-79.5% | $10,010-87.1% | $5,403-76.2% |