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 | $91,139 | $53,516+70.3% | $126,539-28.0% | $84,808+7.5% |
| Participation rate | 57.5% | 58.2%-0.7pp | 69.8%-12.3pp | 68.3%-10.8pp |
| Annual return | 17.63% | 58.34%-40.7pp | 425.95%-408.3pp | 40.90%-23.3pp |
| Employer contribution / active EE | $2,248 | $1,535+46.5% | $3,674-38.8% | $2,631-14.6% |
| Participant deferral / active EE | $4,728 | $2,671+77.0% | $4,083+15.8% | $4,212+12.3% |
| Admin fee / account holder | $1,680 | $4,497-62.6% | $6,065-72.3% | $7,344-77.1% |