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 | $76,873 | $63,346+21.4% | $92,233-16.7% | $70,131+9.6% |
| Participation rate | 81.6% | 68.7%+12.9pp | 76.5%+5.1pp | 69.5%+12.0pp |
| Annual return | 19.47% | 530.12%-510.7pp | 176.28%-156.8pp | 73.14%-53.7pp |
| Employer contribution / active EE | $1,376 | $2,471-44.3% | $3,679-62.6% | $2,342-41.3% |
| Participant deferral / active EE | $4,773 | $2,854+67.3% | $3,897+22.5% | $3,332+43.3% |
| Admin fee / account holder | $3,682 | $3,840-4.1% | $5,194-29.1% | $4,645-20.7% |