Filed December 31, 1999 (most recent of 2 filings on file)
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.
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 | $98,766 | $123,793-20.2% | $177,821-44.5% | $79,858+23.7% |
| Participation rate | 73.9% | 84.7%-10.7pp | 87.7%-13.8pp | 69.6%+4.3pp |
| Annual return | 20.18% | 22.82%-2.6pp | 48.32%-28.1pp | 31.71%-11.5pp |
| Employer contribution / active EE | $2,024 | $4,095-50.6% | $5,918-65.8% | $2,471-18.1% |
| Participant deferral / active EE | $5,412 | $5,956-9.1% | $7,714-29.8% | $3,740+44.7% |
| Admin fee / account holder | $1,700 | $7,243-76.5% | $12,427-86.3% | $5,306-68.0% |