Filed November 20, 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $281,968 | $159,934+76.3% | $147,005+91.8% | $145,959+93.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.92% | 98.24%-82.3pp | 418.76%-402.8pp | 561.95%-546.0pp |
| Employer contribution / active EE | $2,136 | $5,287-59.6% | $4,934-56.7% | $4,661-54.2% |
| Participant deferral / active EE | $11,045 | $8,427+31.1% | $8,070+36.9% | $6,689+65.1% |
| Admin fee / account holder | $1,338 | $15,053-91.1% | $13,006-89.7% | $13,398-90.0% |