Filed January 14, 1999
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 | $51,656 | $53,018-2.6% | $70,014-26.2% | $62,891-17.9% |
| Participation rate | 89.9% | 67.2%+22.6pp | 71.8%+18.0pp | 69.3%+20.5pp |
| Annual return | 8.32% | 13.35%-5.0pp | 12.99%-4.7pp | 20.14%-11.8pp |
| Employer contribution / active EE | $2,095 | $1,799+16.5% | $2,338-10.4% | $2,281-8.1% |
| Participant deferral / active EE | $3,070 | $2,395+28.2% | $2,931+4.7% | $3,203-4.2% |
| Admin fee / account holder | $7,378 | $3,690+100.0% | $4,380+68.4% | $4,296+71.8% |