Filed February 22, 2001 (most recent of 2 filings on file)
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 | $64,663 | $63,346+2.1% | $92,233-29.9% | $70,131-7.8% |
| Participation rate | 71.4% | 68.7%+2.8pp | 76.5%-5.1pp | 69.5%+1.9pp |
| Annual return | 19.65% | 530.12%-510.5pp | 176.28%-156.6pp | 73.14%-53.5pp |
| Employer contribution / active EE | $367 | $2,471-85.2% | $3,679-90.0% | $2,342-84.3% |
| Participant deferral / active EE | $2,678 | $2,854-6.2% | $3,897-31.3% | $3,332-19.6% |
| Admin fee / account holder | $15,860 | $3,840+313.0% | $5,194+205.4% | $4,645+241.4% |