Filed July 10, 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 | $75,015 | $78,422-4.3% | $95,952-21.8% | $79,858-6.1% |
| Participation rate | 81.1% | 73.5%+7.6pp | 77.1%+4.0pp | 69.6%+11.4pp |
| Annual return | 13.85% | 19.37%-5.5pp | 91.61%-77.8pp | 31.71%-17.9pp |
| Employer contribution / active EE | $836 | $1,945-57.0% | $2,541-67.1% | $2,471-66.2% |
| Participant deferral / active EE | $4,689 | $3,440+36.3% | $4,167+12.5% | $3,740+25.4% |
| Admin fee / account holder | $2,837 | $5,622-49.5% | $6,795-58.2% | $5,306-46.5% |