Filed November 21, 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.)
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 | $59,214 | $58,927+0.5% | $76,817-22.9% | $72,985-18.9% |
| Participation rate | 81.6% | 67.3%+14.2pp | 72.1%+9.5pp | 69.5%+12.1pp |
| Annual return | 24.74% | 2305.64%-2280.9pp | 1166.11%-1141.4pp | 81.00%-56.3pp |
| Employer contribution / active EE | $1,695 | $1,787-5.1% | $2,302-26.4% | $2,440-30.5% |
| Participant deferral / active EE | $4,362 | $2,690+62.1% | $3,336+30.8% | $3,607+20.9% |
| Admin fee / account holder | $2,584 | $4,013-35.6% | $6,420-59.7% | $5,124-49.6% |