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 | $80,419 | $73,933+8.8% | $96,683-16.8% | $75,163+7.0% |
| Participation rate | 70.0% | 66.4%+3.6pp | 74.3%-4.3pp | 67.2%+2.8pp |
| Annual return | 20.05% | 26.70%-6.7pp | 35.69%-15.6pp | 160.62%-140.6pp |
| Employer contribution / active EE | $476 | $2,928-83.7% | $3,737-87.3% | $2,670-82.2% |
| Participant deferral / active EE | $3,475 | $3,659-5.0% | $4,878-28.8% | $4,125-15.8% |
| Admin fee / account holder | $4,749 | $5,216-8.9% | $6,730-29.4% | $5,651-16.0% |