Filed June 13, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $311,300 | $136,307+128.4% | $106,619+192.0% | $273,961+13.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 7.40% | 11.05%-3.6pp | 9.42%-2.0pp | 41.45%-34.1pp |
| Employer contribution / active EE | $794 | $5,190-84.7% | $3,947-79.9% | $4,869-83.7% |
| Participant deferral / active EE | $17,502 | $4,969+252.2% | $3,930+345.3% | $5,287+231.0% |
| Admin fee / account holder | $35,844 | $8,625+315.6% | $6,418+458.5% | $10,132+253.8% |