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 | $11,261 | $69,515-83.8% | $86,874-87.0% | $85,850-86.9% |
| Participation rate | 44.0% | 66.3%-22.3pp | 71.6%-27.6pp | 69.3%-25.3pp |
| Annual return | 15.06% | 20.12%-5.1pp | 63.52%-48.5pp | 318.53%-303.5pp |
| Employer contribution / active EE | $1,050 | $1,880-44.1% | $2,495-57.9% | $2,565-59.1% |
| Participant deferral / active EE | $1,191 | $2,919-59.2% | $3,699-67.8% | $3,952-69.9% |
| Admin fee / account holder | $2,950 | $5,972-50.6% | $5,828-49.4% | $6,260-52.9% |