Filed September 3, 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 4-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.
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 | $35,159 | $73,787-52.3% | $98,716-64.4% | $82,448-57.4% |
| Participation rate | 70.0% | 61.4%+8.6pp | 69.3%+0.7pp | 68.1%+1.9pp |
| Annual return | 19.23% | 18.57%+0.7pp | 31.81%-12.6pp | 41.64%-22.4pp |
| Employer contribution / active EE | $2,540 | $1,511+68.1% | $2,279+11.5% | $2,551-0.4% |
| Participant deferral / active EE | $3,318 | $3,081+7.7% | $4,048-18.0% | $4,139-19.8% |
| Admin fee / account holder | $1,001 | $6,500-84.6% | $8,703-88.5% | $7,234-86.2% |