Filed October 30, 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.
Participant 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $279,367 | $175,202+59.5% | $149,673+86.7% | $139,434+100.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.47% | 166.71%-146.2pp | 134.42%-113.9pp | 372.94%-352.5pp |
| Employer contribution / active EE | $1,226 | $5,474-77.6% | $4,818-74.5% | $4,751-74.2% |
| Participant deferral / active EE | $1,480 | $6,519-77.3% | $5,680-73.9% | $6,710-77.9% |
| Admin fee / account holder | $16,965 | $16,150+5.0% | $13,210+28.4% | $11,403+48.8% |