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 | $205,437 | $72,277+184.2% | $101,248+102.9% | $79,858+157.3% |
| Participation rate | 76.0% | 68.5%+7.5pp | 75.8%+0.2pp | 69.6%+6.4pp |
| Annual return | 15.56% | 22.30%-6.7pp | 46.47%-30.9pp | 31.71%-16.2pp |
| Employer contribution / active EE | $1,514 | $2,692-43.7% | $3,660-58.6% | $2,471-38.7% |
| Participant deferral / active EE | $3,274 | $3,282-0.2% | $4,370-25.1% | $3,740-12.5% |
| Admin fee / account holder | $1,372 | $4,400-68.8% | $5,945-76.9% | $5,306-74.1% |