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 | $72,833 | $86,929-16.2% | $102,423-28.9% | $80,856-9.9% |
| Participation rate | 45.3% | 72.4%-27.1pp | 76.5%-31.2pp | 67.6%-22.3pp |
| Annual return | 15.56% | 18.88%-3.3pp | 29.32%-13.8pp | 35.59%-20.0pp |
| Employer contribution / active EE | $1,114 | $2,369-53.0% | $3,023-63.1% | $2,755-59.5% |
| Participant deferral / active EE | $2,296 | $4,118-44.2% | $5,053-54.6% | $4,296-46.5% |
| Admin fee / account holder | $2,087 | $8,049-74.1% | $9,451-77.9% | $6,918-69.8% |