Filed January 25, 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 | $736,923 | $74,888+884.0% | $71,209+934.9% | $142,382+417.6% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.1%-8.7pp |
| Annual return | 13.11% | 345.14%-332.0pp | 282.51%-269.4pp | 217.08%-204.0pp |
| Employer contribution / active EE | $10,160 | $2,854+255.9% | $2,721+273.4% | $4,299+136.3% |
| Participant deferral / active EE | $9,793 | $4,454+119.8% | $4,175+134.5% | $6,507+50.5% |
| Admin fee / account holder | $73,178 | $5,568+1214.2% | $5,349+1268.1% | $12,624+479.7% |