Filed December 12, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $654,119 | $227,553+187.5% | $189,557+245.1% | $167,490+290.5% |
| Participation rate | 13.3% | 82.5%-69.2pp | 78.4%-65.1pp | 82.1%-68.8pp |
| Annual return | 20.94% | 78.40%-57.5pp | 64.17%-43.2pp | 478.56%-457.6pp |
| Employer contribution / active EE | $728 | $5,316-86.3% | $4,412-83.5% | $4,837-84.9% |
| Participant deferral / active EE | $3,467 | $7,002-50.5% | $6,174-43.8% | $6,341-45.3% |
| Admin fee / account holder | $0 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |