Filed October 19, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $158,985 | $87,037+82.7% | $106,201+49.7% | $80,874+96.6% |
| Participation rate | 66.0% | 70.4%-4.4pp | 75.3%-9.3pp | 67.6%-1.6pp |
| Annual return | 11.22% | 17.05%-5.8pp | 116.26%-105.0pp | 35.62%-24.4pp |
| Employer contribution / active EE | $1,013 | $2,396-57.7% | $3,170-68.0% | $2,756-63.2% |
| Participant deferral / active EE | $4,093 | $3,986+2.7% | $5,012-18.3% | $4,297-4.8% |
| Admin fee / account holder | $29,754 | $8,434+252.8% | $11,039+169.5% | $6,935+329.0% |