Filed November 26, 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 | $70,085 | $63,355+10.6% | $91,989-23.8% | $72,985-4.0% |
| Participation rate | 89.4% | 72.5%+16.8pp | 78.6%+10.7pp | 69.5%+19.9pp |
| Annual return | 22.26% | 35.35%-13.1pp | 69.02%-46.8pp | 81.00%-58.7pp |
| Employer contribution / active EE | $1,482 | $2,116-29.9% | $3,452-57.1% | $2,440-39.2% |
| Participant deferral / active EE | $3,808 | $4,883-22.0% | $5,923-35.7% | $3,607+5.6% |
| Admin fee / account holder | $8,940 | $4,668+91.5% | $7,743+15.5% | $5,124+74.5% |