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.)
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 | $118,548 | $83,477+42.0% | $125,175-5.3% | $72,985+62.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 14.70% | 25.78%-11.1pp | 43.79%-29.1pp | 81.00%-66.3pp |
| Employer contribution / active EE | $3,526 | $2,345+50.4% | $3,865-8.8% | $2,440+44.5% |
| Participant deferral / active EE | $6,767 | $3,585+88.7% | $4,937+37.1% | $3,607+87.6% |
| Admin fee / account holder | $6,739 | $5,517+22.1% | $9,702-30.5% | $5,124+31.5% |