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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,331 | $64,480-31.2% | $81,382-45.5% | $80,856-45.2% |
| Participation rate | 85.0% | 63.9%+21.1pp | 69.5%+15.5pp | 67.6%+17.4pp |
| Annual return | 10.11% | 16.34%-6.2pp | 24.73%-14.6pp | 35.59%-25.5pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,017 | $3,094-34.8% | $3,883-48.1% | $4,296-53.1% |
| Admin fee / account holder | $3,633 | $5,671-35.9% | $5,768-37.0% | $6,918-47.5% |