Filed January 28, 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 | $52,678 | $58,694-10.3% | $142,863-63.1% | $85,850-38.6% |
| Participation rate | 70.0% | 58.5%+11.5pp | 71.9%-1.9pp | 69.3%+0.7pp |
| Annual return | 13.76% | 27.72%-14.0pp | 5637.54%-5623.8pp | 318.53%-304.8pp |
| Employer contribution / active EE | $2,204 | $1,423+54.9% | $4,144-46.8% | $2,565-14.1% |
| Participant deferral / active EE | $4,992 | $2,607+91.5% | $3,837+30.1% | $3,952+26.3% |
| Admin fee / account holder | $2,193 | $4,239-48.3% | $6,560-66.6% | $6,260-65.0% |