Filed March 6, 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 | $523,901 | $183,519+185.5% | $155,509+236.9% | $145,922+259.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.90% | 61.17%-46.3pp | 64.67%-49.8pp | 561.29%-546.4pp |
| Employer contribution / active EE | $879 | $5,313-83.5% | $4,672-81.2% | $4,660-81.1% |
| Participant deferral / active EE | $3,286 | $6,462-49.2% | $5,626-41.6% | $6,688-50.9% |
| Admin fee / account holder | $1,094 | $19,313-94.3% | $15,912-93.1% | $13,397-91.8% |