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 | $87,038 | $95,803-9.1% | $113,168-23.1% | $84,808+2.6% |
| Participation rate | 50.8% | 72.9%-22.1pp | 76.6%-25.8pp | 68.3%-17.5pp |
| Annual return | 16.54% | 25.00%-8.5pp | 24.27%-7.7pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,105 | $2,360-53.2% | $2,975-62.9% | $2,631-58.0% |
| Participant deferral / active EE | $2,573 | $4,242-39.3% | $5,107-49.6% | $4,212-38.9% |
| Admin fee / account holder | $5,780 | $8,989-35.7% | $12,068-52.1% | $7,344-21.3% |