Filed May 27, 1997 (most recent of 2 filings on file)
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 | $44,873 | $103,376-56.6% | $87,100-48.5% | $152,861-70.6% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.9%+6.5pp | 82.4%+0.9pp |
| Annual return | 16.33% | 28.10%-11.8pp | 28.19%-11.9pp | 345.32%-329.0pp |
| Employer contribution / active EE | $1,213 | $3,220-62.3% | $2,521-51.9% | $4,762-74.5% |
| Participant deferral / active EE | $3,300 | $4,778-30.9% | $4,049-18.5% | $5,850-43.6% |
| Admin fee / account holder | $6,292 | $12,205-48.4% | $7,497-16.1% | $11,596-45.7% |