Filed November 12, 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 | $34,862 | $54,229-35.7% | $70,092-50.3% | $68,494-49.1% |
| Participation rate | 84.7% | 64.5%+20.3pp | 70.5%+14.3pp | 67.9%+16.9pp |
| Annual return | -10.09% | -13.87%+3.8pp | 190.73%-200.8pp | -7.84%-2.3pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,072 | $2,956-63.7% | $3,849-72.1% | $4,027-73.4% |
| Admin fee / account holder | $1,615 | $4,694-65.6% | $6,267-74.2% | $5,403-70.1% |