Filed April 9, 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,921 | $109,817+57.5% | $98,442+75.7% | $167,490+3.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 56.28% | 1956.69%-1900.4pp | 1492.73%-1436.5pp | 478.56%-422.3pp |
| Employer contribution / active EE | $9,052 | $3,224+180.8% | $2,960+205.8% | $4,837+87.1% |
| Participant deferral / active EE | $16,575 | $4,673+254.7% | $4,276+287.6% | $6,341+161.4% |
| Admin fee / account holder | $4,933 | $6,753-26.9% | $5,949-17.1% | $12,309-59.9% |