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 | $149,040-7.2% | $120,225+15.1% | $137,256+0.8% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 8.76% | 605.68%-596.9pp | 439.23%-430.5pp | 220.34%-211.6pp |
| Employer contribution / active EE | $4,985 | $4,350+14.6% | $3,475+43.4% | $4,156+19.9% |
| Participant deferral / active EE | $3,189 | $4,655-31.5% | $3,999-20.3% | $6,407-50.2% |
| Admin fee / account holder | $6,914 | $6,348+8.9% | $5,696+21.4% | $12,270-43.7% |