Filed December 23, 1998
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 | $41,950 | $131,829-68.2% | $108,579-61.4% | $273,961-84.7% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.6%-4.6pp | 83.0%-8.0pp |
| Annual return | 6.75% | -91.57%+98.3pp | -51.70%+58.4pp | 41.45%-34.7pp |
| Employer contribution / active EE | $2,187 | $4,912-55.5% | $3,758-41.8% | $4,869-55.1% |
| Participant deferral / active EE | $3,197 | $5,127-37.6% | $4,311-25.8% | $5,287-39.5% |
| Admin fee / account holder | $11,850 | $10,252+15.6% | $7,645+55.0% | $10,132+17.0% |