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.)
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 | $18,280 | $88,594-79.4% | $70,092-73.9% | $134,475-86.4% |
| Participation rate | 43.5% | 74.9%-31.5pp | 70.5%-27.0pp | 81.2%-37.7pp |
| Annual return | -12.35% | 442.67%-455.0pp | 190.73%-203.1pp | 417.96%-430.3pp |
| Employer contribution / active EE | $1,086 | $3,233-66.4% | $2,559-57.5% | $4,740-77.1% |
| Participant deferral / active EE | $1,196 | $4,772-74.9% | $3,849-68.9% | $6,400-81.3% |
| Admin fee / account holder | $2,697 | $10,441-74.2% | $6,267-57.0% | $11,426-76.4% |