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 | $62,750 | $57,065+10.0% | $75,670-17.1% | $70,131-10.5% |
| Participation rate | 83.1% | 68.1%+15.0pp | 72.3%+10.8pp | 69.5%+13.6pp |
| Annual return | 14.37% | 23.57%-9.2pp | 27.34%-13.0pp | 73.14%-58.8pp |
| Employer contribution / active EE | $2,115 | $1,817+16.4% | $2,352-10.1% | $2,342-9.7% |
| Participant deferral / active EE | $3,193 | $2,580+23.8% | $3,142+1.6% | $3,332-4.2% |
| Admin fee / account holder | $844 | $3,825-77.9% | $5,800-85.4% | $4,645-81.8% |