Filed February 19, 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 | $73,781 | $76,367-3.4% | $93,606-21.2% | $72,985+1.1% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 24.47% | 25.82%-1.3pp | 32.76%-8.3pp | 81.00%-56.5pp |
| Employer contribution / active EE | $599 | $2,275-73.7% | $2,718-78.0% | $2,440-75.4% |
| Participant deferral / active EE | $3,836 | $3,538+8.4% | $4,069-5.7% | $3,607+6.3% |
| Admin fee / account holder | $7,389 | $6,838+8.0% | $7,888-6.3% | $5,124+44.2% |