Filed December 9, 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.
Employer 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 | $200,842 | $138,044+45.5% | $125,339+60.2% | $134,475+49.4% |
| Participation rate | 72.2% | 84.5%-12.3pp | 82.4%-10.1pp | 81.2%-9.0pp |
| Annual return | -17.20% | 750.33%-767.5pp | 572.05%-589.3pp | 417.96%-435.2pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,814-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $13,257 | $7,799+70.0% | $7,446+78.0% | $6,400+107.2% |
| Admin fee / account holder | $14,326 | $11,571+23.8% | $10,010+43.1% | $11,426+25.4% |