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 | $519,757 | $202,432+156.8% | $169,368+206.9% | $139,434+272.8% |
| Participation rate | 21.4% | 81.1%-59.6pp | 77.1%-55.7pp | 80.3%-58.9pp |
| Annual return | 18.00% | 531.74%-513.7pp | 405.60%-387.6pp | 372.94%-354.9pp |
| Employer contribution / active EE | $1,559 | $4,692-66.8% | $4,013-61.2% | $4,751-67.2% |
| Participant deferral / active EE | $6,368 | $6,938-8.2% | $6,221+2.4% | $6,710-5.1% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |