Filed August 26, 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 | $52,500 | $81,446-35.5% | $103,374-49.2% | $80,874-35.1% |
| Participation rate | 85.0% | 66.9%+18.1pp | 74.5%+10.5pp | 67.6%+17.4pp |
| Annual return | 14.65% | 25.57%-10.9pp | 24.89%-10.2pp | 35.62%-21.0pp |
| Employer contribution / active EE | $1,521 | $3,107-51.1% | $3,869-60.7% | $2,756-44.8% |
| Participant deferral / active EE | $5,320 | $3,870+37.5% | $5,058+5.2% | $4,297+23.8% |
| Admin fee / account holder | $10,145 | $6,715+51.1% | $8,394+20.9% | $6,935+46.3% |