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 | $66,742 | $102,317-34.8% | $146,958-54.6% | $80,856-17.5% |
| Participation rate | 85.4% | 75.8%+9.6pp | 82.2%+3.2pp | 67.6%+17.8pp |
| Annual return | 15.51% | 134.76%-119.2pp | 418.34%-402.8pp | 35.59%-20.1pp |
| Employer contribution / active EE | $978 | $3,713-73.7% | $4,933-80.2% | $2,755-64.5% |
| Participant deferral / active EE | $4,968 | $6,644-25.2% | $8,070-38.4% | $4,296+15.7% |
| Admin fee / account holder | $10,322 | $7,941+30.0% | $12,998-20.6% | $6,918+49.2% |