Filed June 2, 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.)
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 | $66,709 | $91,037-26.7% | $71,671-6.9% | $147,584-54.8% |
| Participation rate | 83.3% | 76.1%+7.2pp | 68.7%+14.6pp | 82.8%+0.5pp |
| Annual return | 22.49% | 20.48%+2.0pp | 20.65%+1.8pp | 578.55%-556.1pp |
| Employer contribution / active EE | $3,275 | $3,327-1.6% | $2,460+33.1% | $4,876-32.8% |
| Participant deferral / active EE | $3,275 | $4,498-27.2% | $3,438-4.7% | $5,439-39.8% |
| Admin fee / account holder | $742 | $8,613-91.4% | $5,558-86.7% | $10,885-93.2% |