Filed November 12, 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.
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 | $90,118 | $54,541+65.2% | $78,778+14.4% | $70,131+28.5% |
| Participation rate | 37.9% | 60.8%-22.9pp | 69.2%-31.3pp | 69.5%-31.7pp |
| Annual return | 31.29% | 21.07%+10.2pp | 35.62%-4.3pp | 73.14%-41.8pp |
| Employer contribution / active EE | $881 | $1,089-19.0% | $1,986-55.6% | $2,342-62.4% |
| Participant deferral / active EE | $2,665 | $2,210+20.6% | $2,958-9.9% | $3,332-20.0% |
| Admin fee / account holder | $1,627 | $3,709-56.1% | $5,134-68.3% | $4,645-65.0% |