Filed March 24, 1998 (most recent of 2 filings on file)
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.
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 | $52,962 | $65,041-18.6% | $90,951-41.8% | $79,858-33.7% |
| Participation rate | 63.5% | 61.6%+1.9pp | 69.0%-5.5pp | 69.6%-6.1pp |
| Annual return | 11.10% | 30.45%-19.3pp | 134.60%-123.5pp | 31.71%-20.6pp |
| Employer contribution / active EE | $849 | $1,247-31.9% | $2,122-60.0% | $2,471-65.6% |
| Participant deferral / active EE | $4,508 | $2,512+79.5% | $3,373+33.7% | $3,740+20.5% |
| Admin fee / account holder | $2,504 | $4,536-44.8% | $5,959-58.0% | $5,306-52.8% |