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 | $87,640 | $105,181-16.7% | $159,436-45.0% | $85,850+2.1% |
| Participation rate | 68.8% | 75.8%-7.0pp | 82.8%-14.1pp | 69.3%-0.6pp |
| Annual return | 13.15% | 45.07%-31.9pp | 263.57%-250.4pp | 318.53%-305.4pp |
| Employer contribution / active EE | $2,374 | $3,318-28.4% | $4,829-50.8% | $2,565-7.4% |
| Participant deferral / active EE | $4,471 | $5,945-24.8% | $7,352-39.2% | $3,952+13.1% |
| Admin fee / account holder | $14,126 | $6,933+103.7% | $10,799+30.8% | $6,260+125.7% |