Filed February 18, 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 | $173,710 | $53,127+227.0% | $86,590+100.6% | $70,131+147.7% |
| Participation rate | 96.7% | 65.3%+31.4pp | 73.5%+23.1pp | 69.5%+27.1pp |
| Annual return | 15.89% | 27.66%-11.8pp | 964.84%-948.9pp | 73.14%-57.2pp |
| Employer contribution / active EE | $2,313 | $2,068+11.8% | $2,839-18.5% | $2,342-1.3% |
| Participant deferral / active EE | $7,051 | $2,696+161.6% | $3,609+95.4% | $3,332+111.6% |
| Admin fee / account holder | $695 | $3,585-80.6% | $4,906-85.8% | $4,645-85.0% |