Filed May 30, 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 | $130,219 | $77,899+67.2% | $149,673-13.0% | $75,163+73.2% |
| Participation rate | 73.1% | 65.6%+7.5pp | 78.8%-5.7pp | 67.2%+5.9pp |
| Annual return | 14.30% | 31.72%-17.4pp | 134.42%-120.1pp | 160.62%-146.3pp |
| Employer contribution / active EE | $2,476 | $3,137-21.1% | $4,818-48.6% | $2,670-7.3% |
| Participant deferral / active EE | $6,012 | $3,411+76.3% | $5,680+5.8% | $4,125+45.7% |
| Admin fee / account holder | $5,977 | $5,956+0.3% | $13,210-54.8% | $5,651+5.8% |