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 | $41,668 | $54,541-23.6% | $78,778-47.1% | $70,131-40.6% |
| Participation rate | 93.1% | 60.8%+32.3pp | 69.2%+23.9pp | 69.5%+23.6pp |
| Annual return | 13.20% | 21.07%-7.9pp | 35.62%-22.4pp | 73.14%-59.9pp |
| Employer contribution / active EE | $862 | $1,089-20.8% | $1,986-56.6% | $2,342-63.2% |
| Participant deferral / active EE | $2,820 | $2,210+27.6% | $2,958-4.7% | $3,332-15.4% |
| Admin fee / account holder | $2,629 | $3,709-29.1% | $5,134-48.8% | $4,645-43.4% |