Filed October 2, 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $277,844 | $77,419+258.9% | $69,455+300.0% | $152,861+81.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 21.07% | 39.06%-18.0pp | 28.97%-7.9pp | 345.32%-324.2pp |
| Employer contribution / active EE | $5,120 | $3,315+54.4% | $2,779+84.2% | $4,762+7.5% |
| Participant deferral / active EE | $8,010 | $4,414+81.5% | $3,535+126.6% | $5,850+36.9% |
| Admin fee / account holder | $1,594 | $6,207-74.3% | $3,839-58.5% | $11,596-86.3% |