Filed October 26, 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 | $93,683 | $69,977+33.9% | $108,579-13.7% | $62,891+49.0% |
| Participation rate | 77.8% | 72.9%+4.9pp | 79.6%-1.8pp | 69.3%+8.5pp |
| Annual return | 5.08% | 10.73%-5.7pp | -51.70%+56.8pp | 20.14%-15.1pp |
| Employer contribution / active EE | $2,476 | $2,135+16.0% | $3,758-34.1% | $2,281+8.6% |
| Participant deferral / active EE | $5,584 | $3,165+76.4% | $4,311+29.5% | $3,203+74.3% |
| Admin fee / account holder | $3,412 | $5,076-32.8% | $7,645-55.4% | $4,296-20.6% |