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 | $48,088 | $100,754-52.3% | $86,677-44.5% | $134,475-64.2% |
| Participation rate | 82.4% | 78.9%+3.4pp | 76.6%+5.8pp | 81.2%+1.1pp |
| Annual return | 5.32% | 29.04%-23.7pp | 35.91%-30.6pp | 417.96%-412.6pp |
| Employer contribution / active EE | $1,108 | $3,489-68.3% | $2,836-60.9% | $4,740-76.6% |
| Participant deferral / active EE | $3,064 | $5,338-42.6% | $4,656-34.2% | $6,400-52.1% |
| Admin fee / account holder | $429 | $10,926-96.1% | $7,493-94.3% | $11,426-96.2% |