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 | $141,911 | $91,552+55.0% | $133,956+5.9% | $79,858+77.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 12.17% | 61.85%-49.7pp | 45.09%-32.9pp | 31.71%-19.5pp |
| Employer contribution / active EE | $4,402 | $2,384+84.7% | $3,919+12.3% | $2,471+78.2% |
| Participant deferral / active EE | $7,475 | $3,733+100.2% | $5,048+48.1% | $3,740+99.9% |
| Admin fee / account holder | $5,894 | $6,321-6.8% | $8,927-34.0% | $5,306+11.1% |