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.)
Annual investment return 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,770 | $142,344-54.5% | $119,609-45.8% | $134,475-51.8% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -20.61% | -12.44%-8.2pp | -14.97%-5.6pp | 417.96%-438.6pp |
| Employer contribution / active EE | $3,108 | $5,222-40.5% | $4,232-26.6% | $4,740-34.4% |
| Participant deferral / active EE | $2,785 | $6,469-57.0% | $5,602-50.3% | $6,400-56.5% |
| Admin fee / account holder | $1,454 | $13,584-89.3% | $10,323-85.9% | $11,426-87.3% |