Filed December 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 | $220,893 | $111,754+97.7% | $103,333+113.8% | $145,922+51.4% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 8.35% | 24.77%-16.4pp | 24.88%-16.5pp | 561.29%-552.9pp |
| Employer contribution / active EE | $4,954 | $4,212+17.6% | $3,868+28.1% | $4,660+6.3% |
| Participant deferral / active EE | $10,001 | $5,619+78.0% | $5,057+97.8% | $6,688+49.5% |
| Admin fee / account holder | $6,312 | $9,750-35.3% | $8,355-24.5% | $13,397-52.9% |