Filed July 19, 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.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,765 | $56,629-29.8% | $77,999-49.0% | $55,167-27.9% |
| Participation rate | 73.5% | 73.3%+0.2pp | 75.5%-2.0pp | 69.0%+4.5pp |
| Annual return | -3.26% | 2866.98%-2870.2pp | 425.96%-429.2pp | 169.23%-172.5pp |
| Employer contribution / active EE | $297 | $1,723-82.8% | $2,470-88.0% | $1,963-84.9% |
| Participant deferral / active EE | $1,571 | $2,777-43.4% | $3,497-55.1% | $3,054-48.5% |
| Admin fee / account holder | $4,200 | $467+800.4% | $5,480-23.4% | $504+733.6% |