Filed April 14, 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.
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 | $158,424 | $153,311+3.3% | $109,313+44.9% | $273,961-42.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 4.06% | 29.86%-25.8pp | 22.07%-18.0pp | 41.45%-37.4pp |
| Employer contribution / active EE | $4,386 | $5,619-21.9% | $3,892+12.7% | $4,869-9.9% |
| Participant deferral / active EE | $8,328 | $3,932+111.8% | $3,166+163.0% | $5,287+57.5% |
| Admin fee / account holder | $1,189 | $8,076-85.3% | $5,666-79.0% | $10,132-88.3% |