Filed June 9, 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.
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 | $49,640 | $72,177-31.2% | $115,037-56.8% | $59,632-16.8% |
| Participation rate | 91.4% | 72.6%+18.9pp | 81.4%+10.1pp | 68.7%+22.8pp |
| Annual return | 5.47% | 12.02%-6.6pp | 26.14%-20.7pp | 2041.28%-2035.8pp |
| Employer contribution / active EE | $1,062 | $2,841-62.6% | $4,608-77.0% | $2,203-51.8% |
| Participant deferral / active EE | $3,917 | $4,783-18.1% | $6,026-35.0% | $3,192+22.7% |
| Admin fee / account holder | $1,673 | $4,927-66.1% | $8,175-79.5% | $4,297-61.1% |