Filed June 19, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,488 | $81,632-30.8% | $70,449-19.8% | $158,922-64.5% |
| Participation rate | 92.3% | 77.7%+14.6pp | 75.1%+17.3pp | 82.0%+10.3pp |
| Annual return | 0.41% | 208.40%-208.0pp | 109.03%-108.6pp | 302.83%-302.4pp |
| Employer contribution / active EE | $4,705 | $3,217+46.2% | $2,737+71.9% | $4,761-1.2% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,709-100.0% | $5,982-100.0% |
| Admin fee / account holder | $2,304 | $6,193-62.8% | $3,845-40.1% | $11,246-79.5% |