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 | $77,905 | $65,041+19.8% | $90,951-14.3% | $79,858-2.4% |
| Participation rate | 90.6% | 61.6%+29.0pp | 69.0%+21.6pp | 69.6%+21.0pp |
| Annual return | 14.23% | 30.45%-16.2pp | 134.60%-120.4pp | 31.71%-17.5pp |
| Employer contribution / active EE | $1,861 | $1,247+49.3% | $2,122-12.3% | $2,471-24.7% |
| Participant deferral / active EE | $4,872 | $2,512+93.9% | $3,373+44.4% | $3,740+30.3% |
| Admin fee / account holder | $5,256 | $4,536+15.9% | $5,959-11.8% | $5,306-0.9% |