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 | $67,399 | $152,509-55.8% | $117,472-42.6% | $134,475-49.9% |
| Participation rate | 89.5% | 77.1%+12.4pp | 70.6%+18.9pp | 81.2%+8.3pp |
| Annual return | -15.63% | 52.99%-68.6pp | 29.74%-45.4pp | 417.96%-433.6pp |
| Employer contribution / active EE | $1,520 | $5,571-72.7% | $4,176-63.6% | $4,740-67.9% |
| Participant deferral / active EE | $5,168 | $4,818+7.3% | $4,070+27.0% | $6,400-19.2% |
| Admin fee / account holder | $4,228 | $7,004-39.6% | $5,645-25.1% | $11,426-63.0% |