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.
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 | $40,217 | $59,805-32.8% | $79,550-49.4% | $68,494-41.3% |
| Participation rate | 96.7% | 61.1%+35.6pp | 69.5%+27.2pp | 67.9%+28.8pp |
| Annual return | -13.33% | -12.30%-1.0pp | 0.16%-13.5pp | -7.84%-5.5pp |
| Employer contribution / active EE | $1,567 | $1,505+4.1% | $2,413-35.1% | $2,596-39.7% |
| Participant deferral / active EE | $7,795 | $3,024+157.7% | $3,985+95.6% | $4,027+93.6% |
| Admin fee / account holder | $3,554 | $4,835-26.5% | $6,832-48.0% | $5,403-34.2% |