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 | $67,702 | $58,512+15.7% | $84,015-19.4% | $72,985-7.2% |
| Participation rate | 89.2% | 61.2%+28.0pp | 69.0%+20.2pp | 69.5%+19.7pp |
| Annual return | 20.72% | 28.93%-8.2pp | 71.31%-50.6pp | 81.00%-60.3pp |
| Employer contribution / active EE | $1,821 | $1,163+56.6% | $1,983-8.2% | $2,440-25.3% |
| Participant deferral / active EE | $4,086 | $2,394+70.7% | $3,239+26.2% | $3,607+13.3% |
| Admin fee / account holder | $5,302 | $4,569+16.0% | $6,101-13.1% | $5,124+3.5% |