Filed May 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 | $125,879 | $96,484+30.5% | $75,886+65.9% | $152,861-17.7% |
| Participation rate | 89.5% | 76.2%+13.3pp | 69.3%+20.2pp | 82.4%+7.0pp |
| Annual return | 33.71% | 33.98%-0.3pp | 30.76%+3.0pp | 345.32%-311.6pp |
| Employer contribution / active EE | $2,332 | $3,309-29.5% | $2,500-6.7% | $4,762-51.0% |
| Participant deferral / active EE | $6,406 | $4,553+40.7% | $3,603+77.8% | $5,850+9.5% |
| Admin fee / account holder | $5,202 | $8,078-35.6% | $5,418-4.0% | $11,596-55.1% |