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 | $83,375 | $81,208+2.7% | $98,907-15.7% | $79,858+4.4% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 20.96% | 60.99%-40.0pp | 196.43%-175.5pp | 31.71%-10.8pp |
| Employer contribution / active EE | $627 | $1,960-68.0% | $2,689-76.7% | $2,471-74.6% |
| Participant deferral / active EE | $4,154 | $3,265+27.2% | $4,244-2.1% | $3,740+11.1% |
| Admin fee / account holder | $570 | $6,013-90.5% | $6,642-91.4% | $5,306-89.3% |