Filed June 25, 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 | $153,078 | $105,998+44.4% | $92,233+66.0% | $147,584+3.7% |
| Participation rate | 87.0% | 80.4%+6.5pp | 76.5%+10.5pp | 82.8%+4.1pp |
| Annual return | 15.66% | 50.05%-34.4pp | 176.28%-160.6pp | 578.55%-562.9pp |
| Employer contribution / active EE | $1,424 | $4,333-67.1% | $3,679-61.3% | $4,876-70.8% |
| Participant deferral / active EE | $3,638 | $4,478-18.7% | $3,897-6.6% | $5,439-33.1% |
| Admin fee / account holder | $3,701 | $6,332-41.6% | $5,194-28.7% | $10,885-66.0% |