Filed July 29, 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 9-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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $74,483 | $69,977+6.4% | $108,579-31.4% | $62,891+18.4% |
| Participation rate | 75.6% | 72.9%+2.7pp | 79.6%-4.0pp | 69.3%+6.2pp |
| Annual return | -0.37% | 10.73%-11.1pp | -51.70%+51.3pp | 20.14%-20.5pp |
| Employer contribution / active EE | $696 | $2,135-67.4% | $3,758-81.5% | $2,281-69.5% |
| Participant deferral / active EE | $4,642 | $3,165+46.7% | $4,311+7.7% | $3,203+44.9% |
| Admin fee / account holder | $1,304 | $5,076-74.3% | $7,645-82.9% | $4,296-69.6% |