Filed April 28, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,420 | $47,634-55.0% | $90,404-76.3% | $90,288-76.3% |
| Participation rate | 1.7% | 67.5%-65.8pp | 72.7%-71.0pp | 73.4%-71.7pp |
| Annual return | 15.20% | 19.61%-4.4pp | 1293.02%-1277.8pp | 53.97%-38.8pp |
| Employer contribution / active EE | $0 | $1,749-100.0% | $3,262-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $34 | $2,824-98.8% | $3,963-99.1% | $4,232-99.2% |
| Admin fee / account holder | $5 | $106-95.1% | $5,611-99.9% | $114-95.4% |