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 | $109,413+108.9% | $156,263+46.3% | $84,808+169.6% |
| Participation rate | 78.4% | 72.7%+5.7pp | 78.9%-0.5pp | 68.3%+10.1pp |
| Annual return | 10.24% | 20.18%-9.9pp | 59.47%-49.2pp | 40.90%-30.7pp |
| Employer contribution / active EE | $3,216 | $2,907+10.6% | $4,333-25.8% | $2,631+22.3% |
| Participant deferral / active EE | $7,520 | $4,590+63.8% | $6,158+22.1% | $4,212+78.6% |
| Admin fee / account holder | $16,584 | $9,357+77.2% | $14,255+16.3% | $7,344+125.8% |