Filed February 6, 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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
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 | $129,603 | $126,519+2.4% | $106,201+22.0% | $145,959-11.2% |
| Participation rate | 95.7% | 77.7%+18.0pp | 75.3%+20.4pp | 80.3%+15.4pp |
| Annual return | 8.21% | 225.10%-216.9pp | 116.26%-108.1pp | 561.95%-553.7pp |
| Employer contribution / active EE | $0 | $3,726-100.0% | $3,170-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,104 | $5,716-63.2% | $5,012-58.0% | $6,689-68.5% |
| Admin fee / account holder | $1,408 | $17,312-91.9% | $11,039-87.2% | $13,398-89.5% |