Filed July 1, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $73,281 | $54,541+34.4% | $78,778-7.0% | $70,131+4.5% |
| Participation rate | 54.6% | 60.8%-6.2pp | 69.2%-14.6pp | 69.5%-14.9pp |
| Annual return | 17.01% | 21.07%-4.1pp | 35.62%-18.6pp | 73.14%-56.1pp |
| Employer contribution / active EE | $1,226 | $1,089+12.7% | $1,986-38.2% | $2,342-47.6% |
| Participant deferral / active EE | $2,099 | $2,210-5.0% | $2,958-29.0% | $3,332-37.0% |
| Admin fee / account holder | $3,528 | $3,709-4.9% | $5,134-31.3% | $4,645-24.1% |