Filed May 11, 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 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 | $103,426 | $83,477+23.9% | $125,175-17.4% | $72,985+41.7% |
| Participation rate | 90.0% | 73.3%+16.7pp | 79.8%+10.2pp | 69.5%+20.5pp |
| Annual return | 21.05% | 25.78%-4.7pp | 43.79%-22.7pp | 81.00%-60.0pp |
| Employer contribution / active EE | $2,987 | $2,345+27.4% | $3,865-22.7% | $2,440+22.4% |
| Participant deferral / active EE | $7,306 | $3,585+103.8% | $4,937+48.0% | $3,607+102.5% |
| Admin fee / account holder | $2,293 | $5,517-58.4% | $9,702-76.4% | $5,124-55.2% |