Filed June 29, 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 | $53,607 | $54,541-1.7% | $78,778-32.0% | $70,131-23.6% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 14.41% | 21.07%-6.7pp | 35.62%-21.2pp | 73.14%-58.7pp |
| Employer contribution / active EE | $1,708 | $1,089+56.9% | $1,986-14.0% | $2,342-27.1% |
| Participant deferral / active EE | $3,950 | $2,210+78.7% | $2,958+33.5% | $3,332+18.6% |
| Admin fee / account holder | $2,932 | $3,709-20.9% | $5,134-42.9% | $4,645-36.9% |