Filed October 27, 1998
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 | $73,083 | $52,681+38.7% | $75,781-3.6% | $59,632+22.6% |
| Participation rate | 53.2% | 67.2%-14.0pp | 75.8%-22.6pp | 68.7%-15.5pp |
| Annual return | 0.01% | 2.95%-2.9pp | 9.68%-9.7pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $1,062 | $2,193-51.6% | $3,323-68.0% | $2,203-51.8% |
| Participant deferral / active EE | $3,450 | $2,591+33.2% | $3,651-5.5% | $3,192+8.1% |
| Admin fee / account holder | $3,163 | $3,610-12.4% | $5,299-40.3% | $4,297-26.4% |