Filed September 29, 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 | $131,825 | $232,540-43.3% | $185,117-28.8% | $147,584-10.7% |
| Participation rate | 91.7% | 82.4%+9.3pp | 77.3%+14.4pp | 82.8%+8.8pp |
| Annual return | 15.09% | 43.03%-27.9pp | 40.50%-25.4pp | 578.55%-563.5pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $16,683 | $5,834+186.0% | $5,045+230.7% | $5,439+206.7% |
| Admin fee / account holder | $24,750 | $10,275+140.9% | $8,159+203.3% | $10,885+127.4% |