Filed April 28, 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.
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 | $68,622 | $89,355-23.2% | $141,162-51.4% | $72,985-6.0% |
| Participation rate | 67.3% | 75.1%-7.8pp | 82.5%-15.2pp | 69.5%-2.2pp |
| Annual return | 20.99% | 111.85%-90.9pp | 71.39%-50.4pp | 81.00%-60.0pp |
| Employer contribution / active EE | $2,024 | $3,114-35.0% | $4,735-57.3% | $2,440-17.1% |
| Participant deferral / active EE | $3,628 | $5,418-33.0% | $6,709-45.9% | $3,607+0.6% |
| Admin fee / account holder | $1,268 | $5,958-78.7% | $10,261-87.6% | $5,124-75.3% |