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.)
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 | $65,959 | $67,331-2.0% | $60,874+8.4% | $134,475-51.0% |
| Participation rate | 76.9% | 76.2%+0.7pp | 73.1%+3.8pp | 81.2%-4.3pp |
| Annual return | -11.79% | 49.93%-61.7pp | 16.90%-28.7pp | 417.96%-429.8pp |
| Employer contribution / active EE | $4,789 | $3,096+54.7% | $2,701+77.3% | $4,740+1.0% |
| Participant deferral / active EE | $0 | $4,538-100.0% | $3,817-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,664 | $4,582-63.7% | $3,224-48.4% | $11,426-85.4% |