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 | $173,558 | $65,365+165.5% | $92,893+86.8% | $72,985+137.8% |
| Participation rate | 80.8% | 68.3%+12.5pp | 76.0%+4.8pp | 69.5%+11.3pp |
| Annual return | 17.47% | 42.10%-24.6pp | 109.41%-91.9pp | 81.00%-63.5pp |
| Employer contribution / active EE | $1,327 | $2,594-48.9% | $3,653-63.7% | $2,440-45.6% |
| Participant deferral / active EE | $3,533 | $3,128+12.9% | $4,236-16.6% | $3,607-2.1% |
| Admin fee / account holder | $4,054 | $4,251-4.6% | $5,794-30.0% | $5,124-20.9% |