Filed July 5, 2000
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 | $121,994 | $98,240+24.2% | $82,313+48.2% | $147,584-17.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 18.32% | 30.85%-12.5pp | 25.88%-7.6pp | 578.55%-560.2pp |
| Employer contribution / active EE | $695 | $3,192-78.2% | $2,428-71.4% | $4,876-85.8% |
| Participant deferral / active EE | $6,909 | $4,383+57.6% | $3,706+86.4% | $5,439+27.0% |
| Admin fee / account holder | $8,068 | $8,563-5.8% | $5,608+43.9% | $10,885-25.9% |