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 | $78,044 | $51,576+51.3% | $129,207-39.6% | $80,856-3.5% |
| Participation rate | 54.5% | 57.0%-2.4pp | 69.6%-15.1pp | 67.6%-13.1pp |
| Annual return | 18.51% | 20.81%-2.3pp | 9417.33%-9398.8pp | 35.59%-17.1pp |
| Employer contribution / active EE | $1,809 | $1,584+14.2% | $4,153-56.5% | $2,755-34.3% |
| Participant deferral / active EE | $4,181 | $2,669+56.7% | $4,168+0.3% | $4,296-2.7% |
| Admin fee / account holder | $3,932 | $4,305-8.7% | $7,715-49.0% | $6,918-43.2% |