Filed March 24, 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.
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 | $70,373 | $48,300+45.7% | $40,145,923-99.8% | $62,891+11.9% |
| Participation rate | 80.0% | 62.0%+18.0pp | 68.4%+11.6pp | 69.3%+10.7pp |
| Annual return | 11.43% | 6.95%+4.5pp | 5.24%+6.2pp | 20.14%-8.7pp |
| Employer contribution / active EE | $715 | $1,333-46.4% | $1,844-61.2% | $2,281-68.6% |
| Participant deferral / active EE | $4,026 | $2,388+68.6% | $2,591+55.4% | $3,203+25.7% |
| Admin fee / account holder | $379 | $2,919-87.0% | $2,903-86.9% | $4,296-91.2% |