Filed December 16, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $544,898 | $179,726+203.2% | $156,263+248.7% | $142,382+282.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 8.42% | 77.86%-69.4pp | 59.47%-51.0pp | 217.08%-208.7pp |
| Employer contribution / active EE | $5,226 | $5,069+3.1% | $4,333+20.6% | $4,299+21.6% |
| Participant deferral / active EE | $13,035 | $6,956+87.4% | $6,158+111.7% | $6,507+100.3% |
| Admin fee / account holder | $18,956 | $17,272+9.7% | $14,255+33.0% | $12,624+50.2% |