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 | $79,229 | $154,117-48.6% | $129,995-39.1% | $139,434-43.2% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.5%+13.2pp | 80.3%+11.3pp |
| Annual return | 21.10% | 32.48%-11.4pp | -137.18%+158.3pp | 372.94%-351.8pp |
| Employer contribution / active EE | $3,128 | $5,289-40.9% | $4,320-27.6% | $4,751-34.2% |
| Participant deferral / active EE | $2,829 | $6,710-57.8% | $5,820-51.4% | $6,710-57.8% |
| Admin fee / account holder | $3,312 | $14,007-76.4% | $10,614-68.8% | $11,403-71.0% |