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 | $51,520 | $144,119-64.3% | $117,854-56.3% | $147,584-65.1% |
| Participation rate | 73.3% | 83.4%-10.1pp | 79.7%-6.3pp | 82.8%-9.5pp |
| Annual return | 20.98% | 531.15%-510.2pp | 335.08%-314.1pp | 578.55%-557.6pp |
| Employer contribution / active EE | $2,098 | $4,896-57.2% | $3,786-44.6% | $4,876-57.0% |
| Participant deferral / active EE | $3,073 | $5,316-42.2% | $4,482-31.4% | $5,439-43.5% |
| Admin fee / account holder | $7,259 | $10,886-33.3% | $8,020-9.5% | $10,885-33.3% |