Filed December 3, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $67,643 | $94,752-28.6% | $112,887-40.1% | $139,434-51.5% |
| Participation rate | 76.2% | 81.3%-5.1pp | 80.5%-4.3pp | 80.3%-4.1pp |
| Annual return | 17.23% | 40.88%-23.7pp | 34.10%-16.9pp | 372.94%-355.7pp |
| Employer contribution / active EE | $0 | $4,625-100.0% | $4,563-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,782 | $6,512-72.6% | $6,513-72.6% | $6,710-73.4% |
| Admin fee / account holder | $1,873 | $8,527-78.0% | $7,047-73.4% | $11,403-83.6% |