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 | $66,491 | $117,841-43.6% | $102,423-35.1% | $145,922-54.4% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.1pp |
| Annual return | 9.54% | 31.65%-22.1pp | 29.32%-19.8pp | 561.29%-551.7pp |
| Employer contribution / active EE | $1,112 | $3,615-69.2% | $3,023-63.2% | $4,660-76.1% |
| Participant deferral / active EE | $3,186 | $5,731-44.4% | $5,053-37.0% | $6,688-52.4% |
| Admin fee / account holder | $731 | $13,326-94.5% | $9,451-92.3% | $13,397-94.5% |