Filed January 27, 1999
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 | $57,587 | $48,364+19.1% | $71,796-19.8% | $62,891-8.4% |
| Participation rate | 97.3% | 60.6%+36.6pp | 69.1%+28.1pp | 69.3%+28.0pp |
| Annual return | 7.79% | 13.16%-5.4pp | 78.04%-70.2pp | 20.14%-12.4pp |
| Employer contribution / active EE | $2,880 | $1,042+176.4% | $1,924+49.6% | $2,281+26.3% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,364 | $3,771-63.8% | $4,815-71.7% | $4,296-68.2% |