Filed May 9, 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 | $46,012 | $60,349-23.8% | $74,183-38.0% | $62,891-26.8% |
| Participation rate | 91.2% | 72.7%+18.4pp | 76.6%+14.6pp | 69.3%+21.9pp |
| Annual return | 6.23% | 21.37%-15.1pp | 17.74%-11.5pp | 20.14%-13.9pp |
| Employer contribution / active EE | $923 | $1,680-45.1% | $2,370-61.1% | $2,281-59.5% |
| Participant deferral / active EE | $5,563 | $2,856+94.8% | $3,550+56.7% | $3,203+73.7% |
| Admin fee / account holder | $1,006 | $4,261-76.4% | $5,586-82.0% | $4,296-76.6% |