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 | $76,276 | $144,119-47.1% | $117,854-35.3% | $147,584-48.3% |
| Participation rate | 94.7% | 83.4%+11.3pp | 79.7%+15.1pp | 82.8%+11.9pp |
| Annual return | 11.46% | 531.15%-519.7pp | 335.08%-323.6pp | 578.55%-567.1pp |
| Employer contribution / active EE | $2,677 | $4,896-45.3% | $3,786-29.3% | $4,876-45.1% |
| Participant deferral / active EE | $3,983 | $5,316-25.1% | $4,482-11.1% | $5,439-26.8% |
| Admin fee / account holder | $2,051 | $10,886-81.2% | $8,020-74.4% | $10,885-81.2% |