Filed September 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 | $48,401 | $78,694-38.5% | $67,652-28.5% | $125,391-61.4% |
| Participation rate | 87.5% | 78.8%+8.7pp | 75.7%+11.8pp | 83.2%+4.3pp |
| Annual return | -1.00% | 9.46%-10.5pp | 6625.04%-6626.0pp | 282.22%-283.2pp |
| Employer contribution / active EE | $485 | $3,044-84.1% | $2,266-78.6% | $4,866-90.0% |
| Participant deferral / active EE | $1,434 | $4,292-66.6% | $3,560-59.7% | $5,352-73.2% |
| Admin fee / account holder | $9,158 | $7,403+23.7% | $4,821+90.0% | $9,540-4.0% |