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 | $154,974 | $82,286+88.3% | $68,791+125.3% | $134,475+15.2% |
| Participation rate | 93.8% | 75.1%+18.7pp | 69.0%+24.7pp | 81.2%+12.5pp |
| Annual return | -17.30% | -2.19%-15.1pp | -6.38%-10.9pp | 417.96%-435.3pp |
| Employer contribution / active EE | $3,280 | $3,301-0.6% | $2,655+23.5% | $4,740-30.8% |
| Participant deferral / active EE | $8,640 | $4,739+82.3% | $3,941+119.2% | $6,400+35.0% |
| Admin fee / account holder | $2,702 | $6,481-58.3% | $4,932-45.2% | $11,426-76.3% |