Filed April 18, 2001
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,497 | $81,537-55.2% | $149,718-75.6% | $69,631-47.6% |
| Participation rate | 99.0% | 86.1%+12.9pp | 87.1%+11.9pp | 70.7%+28.3pp |
| Annual return | 17.62% | 22.79%-5.2pp | 1501.63%-1484.0pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $1,234 | $3,239-61.9% | $5,445-77.3% | $2,032-39.3% |
| Participant deferral / active EE | $2,693 | $4,994-46.1% | $6,569-59.0% | $3,224-16.5% |
| Admin fee / account holder | $1 | $107-99.5% | $11,283-100.0% | $110-99.5% |