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.)
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 | $88,845 | $78,705+12.9% | $117,854-24.6% | $70,131+26.7% |
| Participation rate | 71.4% | 73.2%-1.8pp | 79.7%-8.2pp | 69.5%+1.9pp |
| Annual return | 13.50% | 23.30%-9.8pp | 335.08%-321.6pp | 73.14%-59.6pp |
| Employer contribution / active EE | $717 | $2,223-67.8% | $3,786-81.1% | $2,342-69.4% |
| Participant deferral / active EE | $4,779 | $3,297+45.0% | $4,482+6.6% | $3,332+43.4% |
| Admin fee / account holder | $2,650 | $5,065-47.7% | $8,020-67.0% | $4,645-43.0% |