Filed March 15, 1999 (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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,288 | $58,927-89.3% | $76,817-91.8% | $72,985-91.4% |
| Participation rate | 57.7% | 67.3%-9.6pp | 72.1%-14.4pp | 69.5%-11.8pp |
| Annual return | 16.13% | 2305.64%-2289.5pp | 1166.11%-1150.0pp | 81.00%-64.9pp |
| Employer contribution / active EE | $932 | $1,787-47.8% | $2,302-59.5% | $2,440-61.8% |
| Participant deferral / active EE | $1,075 | $2,690-60.0% | $3,336-67.8% | $3,607-70.2% |
| Admin fee / account holder | $1,928 | $4,013-52.0% | $6,420-70.0% | $5,124-62.4% |