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.
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 | $65,528 | $93,571-30.0% | $135,903-51.8% | $75,163-12.8% |
| Participation rate | 85.9% | 75.2%+10.7pp | 81.9%+4.0pp | 67.2%+18.7pp |
| Annual return | 23.72% | 30.90%-7.2pp | 68.23%-44.5pp | 160.62%-136.9pp |
| Employer contribution / active EE | $1,165 | $3,537-67.1% | $4,856-76.0% | $2,670-56.4% |
| Participant deferral / active EE | $5,964 | $6,404-6.9% | $7,758-23.1% | $4,125+44.6% |
| Admin fee / account holder | $2,340 | $6,975-66.5% | $10,762-78.3% | $5,651-58.6% |