Filed February 28, 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 | $70,157 | $176,662-60.3% | $130,648-46.3% | $152,861-54.1% |
| Participation rate | 87.5% | 79.0%+8.5pp | 71.7%+15.8pp | 82.4%+5.1pp |
| Annual return | 22.14% | 2692.24%-2670.1pp | 1708.96%-1686.8pp | 345.32%-323.2pp |
| Employer contribution / active EE | $1,372 | $5,742-76.1% | $4,092-66.5% | $4,762-71.2% |
| Participant deferral / active EE | $5,188 | $4,361+19.0% | $3,603+44.0% | $5,850-11.3% |
| Admin fee / account holder | $838 | $7,133-88.2% | $5,464-84.7% | $11,596-92.8% |