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.
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 | $467,072 | $202,318+130.9% | $172,739+170.4% | $152,861+205.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.97% | 1029.65%-1005.7pp | 802.84%-778.9pp | 345.32%-321.3pp |
| Employer contribution / active EE | $8,042 | $5,856+37.3% | $5,143+56.4% | $4,762+68.9% |
| Participant deferral / active EE | $7,266 | $5,948+22.2% | $5,198+39.8% | $5,850+24.2% |
| Admin fee / account holder | $7,176 | $17,109-58.1% | $13,954-48.6% | $11,596-38.1% |