Filed August 17, 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 | $38,004 | $43,075-11.8% | $74,583-49.0% | $62,891-39.6% |
| Participation rate | 95.3% | 58.1%+37.3pp | 68.1%+27.2pp | 69.3%+26.0pp |
| Annual return | 3.94% | 17.50%-13.6pp | 20.47%-16.5pp | 20.14%-16.2pp |
| Employer contribution / active EE | $326 | $1,498-78.2% | $2,525-87.1% | $2,281-85.7% |
| Participant deferral / active EE | $3,007 | $2,389+25.9% | $3,458-13.0% | $3,203-6.1% |
| Admin fee / account holder | $899 | $2,840-68.3% | $4,138-78.3% | $4,296-79.1% |