Filed September 22, 1998
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,073 | $86,286-48.9% | $111,297-60.4% | $85,850-48.7% |
| Participation rate | 53.2% | 73.3%-20.1pp | 77.3%-24.1pp | 69.3%-16.1pp |
| Annual return | 16.13% | 19.99%-3.9pp | 54.65%-38.5pp | 318.53%-302.4pp |
| Employer contribution / active EE | $752 | $2,043-63.2% | $2,731-72.4% | $2,565-70.7% |
| Participant deferral / active EE | $1,024 | $3,641-71.9% | $4,487-77.2% | $3,952-74.1% |
| Admin fee / account holder | $517 | $8,188-93.7% | $7,964-93.5% | $6,260-91.7% |