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.
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 | $53,655 | $80,968-33.7% | $96,544-44.4% | $75,163-28.6% |
| Participation rate | 51.5% | 71.8%-20.3pp | 76.0%-24.4pp | 67.2%-15.7pp |
| Annual return | 19.60% | 27.06%-7.5pp | 25.84%-6.2pp | 160.62%-141.0pp |
| Employer contribution / active EE | $1,092 | $2,282-52.1% | $2,965-63.2% | $2,670-59.1% |
| Participant deferral / active EE | $1,949 | $3,928-50.4% | $4,851-59.8% | $4,125-52.8% |
| Admin fee / account holder | $771 | $6,724-88.5% | $8,252-90.7% | $5,651-86.3% |