Filed June 6, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $103,502 | $150,440-31.2% | $136,294-24.1% | $147,584-29.9% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 18.02% | 1049.08%-1031.1pp | 5155.94%-5137.9pp | 578.55%-560.5pp |
| Employer contribution / active EE | $553 | $5,256-89.5% | $4,695-88.2% | $4,876-88.7% |
| Participant deferral / active EE | $5,353 | $6,630-19.3% | $6,247-14.3% | $5,439-1.6% |
| Admin fee / account holder | $1,030 | $10,905-90.6% | $9,243-88.9% | $10,885-90.5% |