Filed April 13, 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 | $78,977 | $131,829-40.1% | $108,579-27.3% | $273,961-71.2% |
| Participation rate | 88.2% | 83.5%+4.8pp | 79.6%+8.7pp | 83.0%+5.2pp |
| Annual return | 11.76% | -91.57%+103.3pp | -51.70%+63.5pp | 41.45%-29.7pp |
| Employer contribution / active EE | $2,771 | $4,912-43.6% | $3,758-26.3% | $4,869-43.1% |
| Participant deferral / active EE | $4,218 | $5,127-17.7% | $4,311-2.2% | $5,287-20.2% |
| Admin fee / account holder | $651 | $10,252-93.7% | $7,645-91.5% | $10,132-93.6% |