Filed March 16, 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $369,748 | $105,126+251.7% | $94,646+290.7% | $139,434+165.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 21.79% | 38.03%-16.2pp | 156.71%-134.9pp | 372.94%-351.2pp |
| Employer contribution / active EE | $5,721 | $4,106+39.3% | $3,672+55.8% | $4,751+20.4% |
| Participant deferral / active EE | $15,870 | $7,599+108.8% | $7,418+113.9% | $6,710+136.5% |
| Admin fee / account holder | $3,709 | $8,984-58.7% | $7,231-48.7% | $11,403-67.5% |