Filed December 22, 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 | $61,970 | $176,377-64.9% | $134,143-53.8% | $158,922-61.0% |
| Participation rate | 78.6% | 78.7%-0.1pp | 72.2%+6.4pp | 82.0%-3.4pp |
| Annual return | 17.04% | 63.63%-46.6pp | 36.33%-19.3pp | 302.83%-285.8pp |
| Employer contribution / active EE | $394 | $5,040-92.2% | $3,704-89.4% | $4,761-91.7% |
| Participant deferral / active EE | $2,459 | $4,091-39.9% | $3,499-29.7% | $5,982-58.9% |
| Admin fee / account holder | $2,655 | $8,718-69.5% | $6,684-60.3% | $11,246-76.4% |