Filed May 12, 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 | $114,966 | $135,635-15.2% | $110,238+4.3% | $135,375-15.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -3.72% | 513.19%-516.9pp | 314.74%-318.5pp | 519.73%-523.5pp |
| Employer contribution / active EE | $3,950 | $4,906-19.5% | $3,826+3.2% | $4,779-17.3% |
| Participant deferral / active EE | $7,521 | $5,506+36.6% | $4,672+61.0% | $5,609+34.1% |
| Admin fee / account holder | $767 | $11,457-93.3% | $8,547-91.0% | $10,827-92.9% |