Filed February 22, 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.
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $71,146 | $95,453-25.5% | $112,040-36.5% | $82,448-13.7% |
| Participation rate | 64.7% | 72.8%-8.1pp | 76.5%-11.8pp | 68.1%-3.4pp |
| Annual return | 11.97% | 23.92%-11.9pp | 24.52%-12.5pp | 41.64%-29.7pp |
| Employer contribution / active EE | $1,935 | $2,318-16.5% | $2,954-34.5% | $2,551-24.1% |
| Participant deferral / active EE | $2,976 | $4,224-29.5% | $5,098-41.6% | $4,139-28.1% |
| Admin fee / account holder | $1,707 | $9,013-81.1% | $12,098-85.9% | $7,234-76.4% |