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 | $65,643 | $67,606-2.9% | $82,313-20.3% | $70,131-6.4% |
| Participation rate | 93.8% | 72.8%+21.0pp | 76.9%+16.9pp | 69.5%+24.2pp |
| Annual return | 12.96% | 21.57%-8.6pp | 25.88%-12.9pp | 73.14%-60.2pp |
| Employer contribution / active EE | $911 | $1,755-48.1% | $2,428-62.5% | $2,342-61.1% |
| Participant deferral / active EE | $5,766 | $2,987+93.0% | $3,706+55.6% | $3,332+73.1% |
| Admin fee / account holder | $2,975 | $4,512-34.1% | $5,608-47.0% | $4,645-36.0% |