Filed January 20, 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 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $138,837 | $65,409+112.3% | $98,442+41.0% | $85,850+61.7% |
| Participation rate | 75.9% | 65.0%+10.9pp | 73.3%+2.5pp | 69.3%+6.5pp |
| Annual return | 11.01% | 21.76%-10.7pp | 1492.73%-1481.7pp | 318.53%-307.5pp |
| Employer contribution / active EE | $9,488 | $2,168+337.7% | $2,960+220.6% | $2,565+269.9% |
| Participant deferral / active EE | $0 | $3,166-100.0% | $4,276-100.0% | $3,952-100.0% |
| Admin fee / account holder | $26,005 | $4,593+466.2% | $5,949+337.1% | $6,260+315.4% |