Filed August 22, 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 5-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.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $254,954 | $150,440+69.5% | $136,294+87.1% | $147,584+72.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 7.96% | 1049.08%-1041.1pp | 5155.94%-5148.0pp | 578.55%-570.6pp |
| Employer contribution / active EE | $4,692 | $5,256-10.7% | $4,695-0.1% | $4,876-3.8% |
| Participant deferral / active EE | $11,496 | $6,630+73.4% | $6,247+84.0% | $5,439+111.4% |
| Admin fee / account holder | $4,598 | $10,905-57.8% | $9,243-50.3% | $10,885-57.8% |