Filed August 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 | $84,536 | $76,552+10.4% | $123,892-31.8% | $62,891+34.4% |
| Participation rate | 74.3% | 73.0%+1.3pp | 81.4%-7.1pp | 69.3%+5.0pp |
| Annual return | 9.00% | 18.68%-9.7pp | 47.52%-38.5pp | 20.14%-11.1pp |
| Employer contribution / active EE | $1,819 | $2,883-36.9% | $4,617-60.6% | $2,281-20.2% |
| Participant deferral / active EE | $2,591 | $4,840-46.5% | $5,984-56.7% | $3,203-19.1% |
| Admin fee / account holder | $3,864 | $4,826-19.9% | $8,357-53.8% | $4,296-10.0% |