Filed October 26, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $118,390 | $62,127+90.6% | $81,382+45.5% | $74,495+58.9% |
| Participation rate | 19.2% | 64.0%-44.8pp | 69.5%-50.3pp | 67.2%-48.0pp |
| Annual return | 12.01% | 16.48%-4.5pp | 24.73%-12.7pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $579 | $1,882-69.2% | $2,463-76.5% | $2,623-77.9% |
| Participant deferral / active EE | $972 | $3,229-69.9% | $3,883-75.0% | $4,346-77.6% |
| Admin fee / account holder | $4,316 | $1,934+123.1% | $5,768-25.2% | $1,942+122.3% |