Filed May 29, 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 | $176,612 | $78,705+124.4% | $117,854+49.9% | $70,131+151.8% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 17.24% | 23.30%-6.1pp | 335.08%-317.8pp | 73.14%-55.9pp |
| Employer contribution / active EE | $2,348 | $2,223+5.6% | $3,786-38.0% | $2,342+0.3% |
| Participant deferral / active EE | $3,392 | $3,297+2.9% | $4,482-24.3% | $3,332+1.8% |
| Admin fee / account holder | $1,868 | $5,065-63.1% | $8,020-76.7% | $4,645-59.8% |