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 | $85,017 | $70,475+20.6% | $100,516-15.4% | $79,858+6.5% |
| Participation rate | 91.5% | 73.7%+17.8pp | 79.4%+12.1pp | 69.6%+21.9pp |
| Annual return | 16.05% | 21.90%-5.8pp | 30.89%-14.8pp | 31.71%-15.7pp |
| Employer contribution / active EE | $1,863 | $2,165-13.9% | $3,418-45.5% | $2,471-24.6% |
| Participant deferral / active EE | $4,662 | $5,181-10.0% | $6,270-25.6% | $3,740+24.6% |
| Admin fee / account holder | $837 | $4,478-81.3% | $8,081-89.6% | $5,306-84.2% |