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.
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 | $139,090 | $102,616+35.5% | $81,983+69.7% | $158,922-12.5% |
| Participation rate | 66.7% | 75.5%-8.9pp | 69.2%-2.6pp | 82.0%-15.3pp |
| Annual return | 21.36% | 61.04%-39.7pp | 41.31%-20.0pp | 302.83%-281.5pp |
| Employer contribution / active EE | $2,551 | $3,240-21.3% | $2,498+2.1% | $4,761-46.4% |
| Participant deferral / active EE | $2,551 | $4,648-45.1% | $3,722-31.5% | $5,982-57.4% |
| Admin fee / account holder | $2,078 | $8,235-74.8% | $5,664-63.3% | $11,246-81.5% |