Filed July 10, 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 | $115,005 | $211,958-45.7% | $169,463-32.1% | $135,375-15.0% |
| Participation rate | 81.3% | 82.6%-1.4pp | 77.8%+3.5pp | 82.6%-1.4pp |
| Annual return | -6.97% | 3.26%-10.2pp | 1.83%-8.8pp | 519.73%-526.7pp |
| Employer contribution / active EE | $3,067 | $5,120-40.1% | $4,159-26.3% | $4,779-35.8% |
| Participant deferral / active EE | $4,529 | $6,075-25.5% | $5,277-14.2% | $5,609-19.3% |
| Admin fee / account holder | $2,471 | $11,471-78.5% | $9,109-72.9% | $10,827-77.2% |