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 | $145,413 | $86,286+68.5% | $111,297+30.7% | $85,850+69.4% |
| Participation rate | 91.7% | 73.3%+18.3pp | 77.3%+14.4pp | 69.3%+22.4pp |
| Annual return | 11.28% | 19.99%-8.7pp | 54.65%-43.4pp | 318.53%-307.3pp |
| Employer contribution / active EE | $522 | $2,043-74.5% | $2,731-80.9% | $2,565-79.7% |
| Participant deferral / active EE | $4,764 | $3,641+30.9% | $4,487+6.2% | $3,952+20.6% |
| Admin fee / account holder | $7,787 | $8,188-4.9% | $7,964-2.2% | $6,260+24.4% |