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 | $222,367 | $152,587+45.7% | $125,175+77.6% | $152,861+45.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 20.59% | 54.84%-34.2pp | 43.79%-23.2pp | 345.32%-324.7pp |
| Employer contribution / active EE | $2,782 | $4,946-43.8% | $3,865-28.0% | $4,762-41.6% |
| Participant deferral / active EE | $4,178 | $5,868-28.8% | $4,937-15.4% | $5,850-28.6% |
| Admin fee / account holder | $5,095 | $13,434-62.1% | $9,702-47.5% | $11,596-56.1% |