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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $61,601 | $49,173+25.3% | $121,098-49.1% | $75,163-18.0% |
| Participation rate | 62.0% | 55.4%+6.6pp | 69.5%-7.5pp | 67.2%-5.2pp |
| Annual return | 22.65% | 55.99%-33.3pp | 985.75%-963.1pp | 160.62%-138.0pp |
| Employer contribution / active EE | $2,203 | $1,546+42.5% | $4,164-47.1% | $2,670-17.5% |
| Participant deferral / active EE | $5,406 | $2,628+105.7% | $4,080+32.5% | $4,125+31.0% |
| Admin fee / account holder | $2,168 | $3,942-45.0% | $5,644-61.6% | $5,651-61.6% |