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 | $74,100 | $176,377-58.0% | $134,143-44.8% | $158,922-53.4% |
| Participation rate | 87.5% | 78.7%+8.8pp | 72.2%+15.3pp | 82.0%+5.5pp |
| Annual return | 12.05% | 63.63%-51.6pp | 36.33%-24.3pp | 302.83%-290.8pp |
| Employer contribution / active EE | $1,403 | $5,040-72.2% | $3,704-62.1% | $4,761-70.5% |
| Participant deferral / active EE | $5,088 | $4,091+24.3% | $3,499+45.4% | $5,982-15.0% |
| Admin fee / account holder | $5,996 | $8,718-31.2% | $6,684-10.3% | $11,246-46.7% |