Filed March 16, 2001
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 | $189,486 | $114,381+65.7% | $107,525+76.2% | $142,382+33.1% |
| Participation rate | 89.5% | 78.1%+11.3pp | 75.1%+14.4pp | 80.1%+9.4pp |
| Annual return | 18.74% | 242.71%-224.0pp | 181.32%-162.6pp | 217.08%-198.3pp |
| Employer contribution / active EE | $8,491 | $4,015+111.5% | $3,754+126.2% | $4,299+97.5% |
| Participant deferral / active EE | $6,007 | $5,564+7.9% | $5,116+17.4% | $6,507-7.7% |
| Admin fee / account holder | $4,810 | $9,860-51.2% | $8,919-46.1% | $12,624-61.9% |