Filed November 2, 1999
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 8-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 | $34,268 | $78,694-56.5% | $67,652-49.3% | $125,391-72.7% |
| Participation rate | 81.8% | 78.8%+3.0pp | 75.7%+6.2pp | 83.2%-1.4pp |
| Annual return | 0.14% | 9.46%-9.3pp | 6625.04%-6624.9pp | 282.22%-282.1pp |
| Employer contribution / active EE | $1,581 | $3,044-48.1% | $2,266-30.2% | $4,866-67.5% |
| Participant deferral / active EE | $3,594 | $4,292-16.3% | $3,560+1.0% | $5,352-32.8% |
| Admin fee / account holder | $1,507 | $7,403-79.6% | $4,821-68.7% | $9,540-84.2% |