Filed March 20, 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 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 | $34,079 | $48,364-29.5% | $71,796-52.5% | $62,891-45.8% |
| Participation rate | 90.8% | 60.6%+30.1pp | 69.1%+21.7pp | 69.3%+21.5pp |
| Annual return | 8.07% | 13.16%-5.1pp | 78.04%-70.0pp | 20.14%-12.1pp |
| Employer contribution / active EE | $1,538 | $1,042+47.7% | $1,924-20.1% | $2,281-32.5% |
| Participant deferral / active EE | $2,993 | $2,091+43.1% | $2,794+7.1% | $3,203-6.6% |
| Admin fee / account holder | $1,565 | $3,771-58.5% | $4,815-67.5% | $4,296-63.6% |