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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,844 | $88,707-66.4% | $74,183-59.8% | $273,961-89.1% |
| Participation rate | 71.4% | 79.4%-8.0pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | 6.16% | 11.94%-5.8pp | 17.74%-11.6pp | 41.45%-35.3pp |
| Employer contribution / active EE | $382 | $3,159-87.9% | $2,370-83.9% | $4,869-92.1% |
| Participant deferral / active EE | $840 | $4,212-80.1% | $3,550-76.3% | $5,287-84.1% |
| Admin fee / account holder | $48,656 | $8,717+458.2% | $5,586+771.1% | $10,132+380.2% |