Filed May 18, 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 | $124,453 | $78,422+58.7% | $95,952+29.7% | $79,858+55.8% |
| Participation rate | 89.7% | 73.5%+16.3pp | 77.1%+12.7pp | 69.6%+20.1pp |
| Annual return | 15.12% | 19.37%-4.2pp | 91.61%-76.5pp | 31.71%-16.6pp |
| Employer contribution / active EE | $481 | $1,945-75.3% | $2,541-81.1% | $2,471-80.5% |
| Participant deferral / active EE | $4,158 | $3,440+20.9% | $4,167-0.2% | $3,740+11.2% |
| Admin fee / account holder | $1,474 | $5,622-73.8% | $6,795-78.3% | $5,306-72.2% |