Filed April 10, 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 | $70,598 | $91,552-22.9% | $133,956-47.3% | $79,858-11.6% |
| Participation rate | 80.0% | 73.3%+6.7pp | 79.8%+0.2pp | 69.6%+10.4pp |
| Annual return | 21.24% | 61.85%-40.6pp | 45.09%-23.9pp | 31.71%-10.5pp |
| Employer contribution / active EE | $3,000 | $2,384+25.9% | $3,919-23.4% | $2,471+21.4% |
| Participant deferral / active EE | $2,477 | $3,733-33.6% | $5,048-50.9% | $3,740-33.8% |
| Admin fee / account holder | $951 | $6,321-85.0% | $8,927-89.3% | $5,306-82.1% |