Filed December 30, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $112,523 | $209,336-46.2% | $197,124-42.9% | $137,256-18.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.30% | 48.09%-33.8pp | 44.34%-30.0pp | 220.34%-206.0pp |
| Employer contribution / active EE | $1,012 | $6,591-84.6% | $6,227-83.7% | $4,156-75.6% |
| Participant deferral / active EE | $2,612 | $9,614-72.8% | $9,135-71.4% | $6,407-59.2% |
| Admin fee / account holder | $5,788 | $17,308-66.6% | $16,298-64.5% | $12,270-52.8% |