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 | $89,978 | $72,404+24.3% | $110,238-18.4% | $64,186+40.2% |
| Participation rate | 82.0% | 73.3%+8.7pp | 79.8%+2.2pp | 69.6%+12.4pp |
| Annual return | 9.51% | -6.29%+15.8pp | 314.74%-305.2pp | 7.63%+1.9pp |
| Employer contribution / active EE | $798 | $2,282-65.0% | $3,826-79.1% | $2,381-66.5% |
| Participant deferral / active EE | $5,323 | $3,469+53.4% | $4,672+13.9% | $3,470+53.4% |
| Admin fee / account holder | $1,513 | $5,664-73.3% | $8,547-82.3% | $4,888-69.0% |