Filed December 26, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $92,410 | $72,277+27.9% | $101,248-8.7% | $79,858+15.7% |
| Participation rate | 95.9% | 68.5%+27.5pp | 75.8%+20.1pp | 69.6%+26.3pp |
| Annual return | -3.62% | 22.30%-25.9pp | 46.47%-50.1pp | 31.71%-35.3pp |
| Employer contribution / active EE | $2,307 | $2,692-14.3% | $3,660-37.0% | $2,471-6.6% |
| Participant deferral / active EE | $4,428 | $3,282+34.9% | $4,370+1.3% | $3,740+18.4% |
| Admin fee / account holder | $58,284 | $4,400+1224.5% | $5,945+880.3% | $5,306+998.4% |