Filed September 5, 2000
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $228,607 | $108,825+110.1% | $156,181+46.4% | $82,448+177.3% |
| Participation rate | 78.4% | 72.4%+6.0pp | 78.8%-0.4pp | 68.1%+10.3pp |
| Annual return | 10.24% | 20.59%-10.3pp | 64.87%-54.6pp | 41.64%-31.4pp |
| Employer contribution / active EE | $3,216 | $2,870+12.1% | $4,294-25.1% | $2,551+26.1% |
| Participant deferral / active EE | $7,520 | $4,577+64.3% | $6,132+22.6% | $4,139+81.7% |
| Admin fee / account holder | $16,584 | $9,341+77.5% | $14,586+13.7% | $7,234+129.2% |