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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $122,495 | $71,883+70.4% | $86,677+41.3% | $68,494+78.8% |
| Participation rate | 86.5% | 72.2%+14.2pp | 76.6%+9.9pp | 67.9%+18.6pp |
| Annual return | -16.37% | 3.52%-19.9pp | 35.91%-52.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $582 | $2,173-73.2% | $2,836-79.5% | $2,596-77.6% |
| Participant deferral / active EE | $5,168 | $3,779+36.8% | $4,656+11.0% | $4,027+28.3% |
| Admin fee / account holder | $2,929 | $6,112-52.1% | $7,493-60.9% | $5,403-45.8% |