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 | $34,355 | $99,918-65.6% | $81,382-57.8% | $145,922-76.5% |
| Participation rate | 55.0% | 74.2%-19.2pp | 69.5%-14.5pp | 80.3%-25.3pp |
| Annual return | 14.28% | 34.32%-20.0pp | 24.73%-10.5pp | 561.29%-547.0pp |
| Employer contribution / active EE | $1,366 | $2,978-54.1% | $2,463-44.5% | $4,660-70.7% |
| Participant deferral / active EE | $1,454 | $4,605-68.4% | $3,883-62.5% | $6,688-78.3% |
| Admin fee / account holder | $2,037 | $8,212-75.2% | $5,768-64.7% | $13,397-84.8% |