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.)
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 | $80,370 | $98,750-18.6% | $149,696-46.3% | $79,858+0.6% |
| Participation rate | 68.9% | 75.8%-6.9pp | 82.5%-13.6pp | 69.6%-0.7pp |
| Annual return | 9.92% | 27.43%-17.5pp | 276.60%-266.7pp | 31.71%-21.8pp |
| Employer contribution / active EE | $2,211 | $3,216-31.3% | $4,644-52.4% | $2,471-10.5% |
| Participant deferral / active EE | $4,205 | $5,680-26.0% | $6,842-38.5% | $3,740+12.4% |
| Admin fee / account holder | $2,455 | $6,053-59.4% | $9,309-73.6% | $5,306-53.7% |