Filed January 23, 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 | $138,334 | $158,398-12.7% | $126,539+9.3% | $142,382-2.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 8.76% | 593.76%-585.0pp | 425.95%-417.2pp | 217.08%-208.3pp |
| Employer contribution / active EE | $4,985 | $4,650+7.2% | $3,674+35.7% | $4,299+16.0% |
| Participant deferral / active EE | $3,189 | $4,767-33.1% | $4,083-21.9% | $6,507-51.0% |
| Admin fee / account holder | $6,914 | $6,918-0.1% | $6,065+14.0% | $12,624-45.2% |