Filed April 11, 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 | $37,544 | $53,127-29.3% | $86,590-56.6% | $70,131-46.5% |
| Participation rate | 83.3% | 65.3%+18.0pp | 73.5%+9.8pp | 69.5%+13.8pp |
| Annual return | 17.19% | 27.66%-10.5pp | 964.84%-947.6pp | 73.14%-55.9pp |
| Employer contribution / active EE | $440 | $2,068-78.7% | $2,839-84.5% | $2,342-81.2% |
| Participant deferral / active EE | $2,113 | $2,696-21.6% | $3,609-41.4% | $3,332-36.6% |
| Admin fee / account holder | $1,982 | $3,585-44.7% | $4,906-59.6% | $4,645-57.3% |