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 | $56,778 | $110,257-48.5% | $96,544-41.2% | $139,434-59.3% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.4pp | 80.3%+3.0pp |
| Annual return | 11.67% | 26.32%-14.6pp | 25.84%-14.2pp | 372.94%-361.3pp |
| Employer contribution / active EE | $1,065 | $3,620-70.6% | $2,965-64.1% | $4,751-77.6% |
| Participant deferral / active EE | $3,064 | $5,548-44.8% | $4,851-36.8% | $6,710-54.3% |
| Admin fee / account holder | $1,636 | $11,591-85.9% | $8,252-80.2% | $11,403-85.7% |