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 | $95,882 | $93,571+2.5% | $135,903-29.4% | $75,163+27.6% |
| Participation rate | 68.8% | 75.2%-6.4pp | 81.9%-13.2pp | 67.2%+1.6pp |
| Annual return | 20.83% | 30.90%-10.1pp | 68.23%-47.4pp | 160.62%-139.8pp |
| Employer contribution / active EE | $2,516 | $3,537-28.9% | $4,856-48.2% | $2,670-5.8% |
| Participant deferral / active EE | $4,611 | $6,404-28.0% | $7,758-40.6% | $4,125+11.8% |
| Admin fee / account holder | $4,464 | $6,975-36.0% | $10,762-58.5% | $5,651-21.0% |