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 | $58,757 | $50,958+15.3% | $74,550-21.2% | $64,186-8.5% |
| Participation rate | 94.1% | 61.1%+33.1pp | 69.1%+25.0pp | 69.6%+24.5pp |
| Annual return | -5.90% | -1.86%-4.0pp | 32.53%-38.4pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,898 | $1,115+70.2% | $1,961-3.2% | $2,381-20.3% |
| Participant deferral / active EE | $4,428 | $2,301+92.4% | $3,108+42.5% | $3,470+27.6% |
| Admin fee / account holder | $5,040 | $4,223+19.3% | $5,060-0.4% | $4,888+3.1% |