Filed May 9, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,923 | $69,977-20.1% | $108,579-48.5% | $62,891-11.1% |
| Participation rate | 83.8% | 72.9%+10.9pp | 79.6%+4.2pp | 69.3%+14.5pp |
| Annual return | 4.96% | 10.73%-5.8pp | -51.70%+56.7pp | 20.14%-15.2pp |
| Employer contribution / active EE | $376 | $2,135-82.4% | $3,758-90.0% | $2,281-83.5% |
| Participant deferral / active EE | $2,570 | $3,165-18.8% | $4,311-40.4% | $3,203-19.8% |
| Admin fee / account holder | $4,382 | $5,076-13.7% | $7,645-42.7% | $4,296+2.0% |