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 | $106,291 | $77,813+36.6% | $123,544-14.0% | $64,186+65.6% |
| Participation rate | 72.2% | 74.7%-2.5pp | 82.3%-10.1pp | 69.6%+2.7pp |
| Annual return | -6.11% | 12.48%-18.6pp | 119.20%-125.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $2,175 | $3,014-27.8% | $4,628-53.0% | $2,381-8.6% |
| Participant deferral / active EE | $3,055 | $5,240-41.7% | $6,426-52.5% | $3,470-11.9% |
| Admin fee / account holder | $2,706 | $5,519-51.0% | $9,284-70.9% | $4,888-44.6% |