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 | $45,681 | $103,376-55.8% | $87,100-47.6% | $152,861-70.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 21.05% | 28.10%-7.0pp | 28.19%-7.1pp | 345.32%-324.3pp |
| Employer contribution / active EE | $474 | $3,220-85.3% | $2,521-81.2% | $4,762-90.1% |
| Participant deferral / active EE | $948 | $4,778-80.2% | $4,049-76.6% | $5,850-83.8% |
| Admin fee / account holder | $2,006 | $12,205-83.6% | $7,497-73.2% | $11,596-82.7% |