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 | $643,461 | $210,648+205.5% | $177,989+261.5% | $145,922+341.0% |
| Participation rate | 18.8% | 80.8%-62.0pp | 77.1%-58.3pp | 80.3%-61.5pp |
| Annual return | 16.49% | 385.86%-369.4pp | 294.48%-278.0pp | 561.29%-544.8pp |
| Employer contribution / active EE | $1,409 | $4,565-69.1% | $3,949-64.3% | $4,660-69.8% |
| Participant deferral / active EE | $5,716 | $6,958-17.8% | $6,276-8.9% | $6,688-14.5% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |