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 | $90,051 | $165,984-45.7% | $164,813-45.4% | $145,922-38.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.47% | 100.03%-84.6pp | 69.93%-54.5pp | 561.29%-545.8pp |
| Employer contribution / active EE | $3,572 | $5,273-32.3% | $4,341-17.7% | $4,660-23.3% |
| Participant deferral / active EE | $3,268 | $6,959-53.0% | $6,031-45.8% | $6,688-51.1% |
| Admin fee / account holder | $377 | $16,648-97.7% | $12,690-97.0% | $13,397-97.2% |