Filed January 17, 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $296,337 | $150,440+97.0% | $136,294+117.4% | $147,584+100.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.55% | 1049.08%-1035.5pp | 5155.94%-5142.4pp | 578.55%-565.0pp |
| Employer contribution / active EE | $5,824 | $5,256+10.8% | $4,695+24.0% | $4,876+19.4% |
| Participant deferral / active EE | $4,521 | $6,630-31.8% | $6,247-27.6% | $5,439-16.9% |
| Admin fee / account holder | $2,880 | $10,905-73.6% | $9,243-68.8% | $10,885-73.5% |