Filed January 4, 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.
Employer 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.)
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 | $82,028 | $87,733-6.5% | $106,548-23.0% | $85,850-4.5% |
| Participation rate | 94.7% | 71.9%+22.8pp | 76.1%+18.6pp | 69.3%+25.4pp |
| Annual return | 11.65% | 21.86%-10.2pp | 26.80%-15.2pp | 318.53%-306.9pp |
| Employer contribution / active EE | $354 | $2,073-82.9% | $2,819-87.5% | $2,565-86.2% |
| Participant deferral / active EE | $2,213 | $3,469-36.2% | $4,398-49.7% | $3,952-44.0% |
| Admin fee / account holder | $2,309 | $6,767-65.9% | $7,407-68.8% | $6,260-63.1% |