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 | $76,142 | $176,812-56.9% | $146,665-48.1% | $167,490-54.5% |
| Participation rate | 95.7% | 83.6%+12.0pp | 80.1%+15.6pp | 82.1%+13.5pp |
| Annual return | 16.27% | 24.03%-7.8pp | 22.74%-6.5pp | 478.56%-462.3pp |
| Employer contribution / active EE | $3,261 | $5,160-36.8% | $4,136-21.2% | $4,837-32.6% |
| Participant deferral / active EE | $2,669 | $6,440-58.5% | $5,506-51.5% | $6,341-57.9% |
| Admin fee / account holder | $620 | $13,259-95.3% | $10,280-94.0% | $12,309-95.0% |