Filed March 3, 1997
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 | $144,136 | $83,337+73.0% | $67,834+112.5% | $273,961-47.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 6.16% | 259.45%-253.3pp | 138.47%-132.3pp | 41.45%-35.3pp |
| Employer contribution / active EE | $1,342 | $3,287-59.2% | $2,403-44.2% | $4,869-72.4% |
| Participant deferral / active EE | $13,011 | $4,088+218.3% | $3,160+311.8% | $5,287+146.1% |
| Admin fee / account holder | $656 | $6,752-90.3% | $4,622-85.8% | $10,132-93.5% |