Filed February 5, 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 | $66,511 | $91,538-27.3% | $129,995-48.8% | $75,163-11.5% |
| Participation rate | 78.0% | 71.4%+6.6pp | 78.5%-0.4pp | 67.2%+10.9pp |
| Annual return | 20.19% | -631.11%+651.3pp | -137.18%+157.4pp | 160.62%-140.4pp |
| Employer contribution / active EE | $1,913 | $2,845-32.8% | $4,320-55.7% | $2,670-28.4% |
| Participant deferral / active EE | $4,052 | $4,341-6.7% | $5,820-30.4% | $4,125-1.8% |
| Admin fee / account holder | $2,451 | $6,790-63.9% | $10,614-76.9% | $5,651-56.6% |