Filed September 23, 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 7-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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 59-2356441 | Recordkeeping | $10,729 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,237 | $44,425-79.2% | $67,834-86.4% | $55,167-83.3% |
| Participation rate | 62.4% | 59.7%+2.7pp | 68.8%-6.4pp | 69.0%-6.6pp |
| Annual return | 5.47% | 17.80%-12.3pp | 138.47%-133.0pp | 169.23%-163.8pp |
| Employer contribution / active EE | $86 | $1,351-93.7% | $2,403-96.4% | $1,963-95.6% |
| Participant deferral / active EE | $825 | $2,166-61.9% | $3,160-73.9% | $3,054-73.0% |
| Admin fee / account holder | $119 | $530-77.6% | $4,622-97.4% | $504-76.4% |