Filed April 30, 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 9-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 | $190,975 | $80,717+136.6% | $154,803+23.4% | $84,808+125.2% |
| Participation rate | 67.9% | 66.8%+1.0pp | 78.1%-10.2pp | 68.3%-0.5pp |
| Annual return | 17.46% | 37.96%-20.5pp | 58.88%-41.4pp | 40.90%-23.4pp |
| Employer contribution / active EE | $4,452 | $2,761+61.2% | $4,305+3.4% | $2,631+69.2% |
| Participant deferral / active EE | $6,729 | $3,303+103.7% | $5,540+21.5% | $4,212+59.8% |
| Admin fee / account holder | $7,159 | $6,746+6.1% | $14,329-50.0% | $7,344-2.5% |