Filed March 7, 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.
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 | $30,457 | $78,694-61.3% | $67,652-55.0% | $125,391-75.7% |
| Participation rate | 85.0% | 78.8%+6.2pp | 75.7%+9.3pp | 83.2%+1.8pp |
| Annual return | -1.78% | 9.46%-11.2pp | 6625.04%-6626.8pp | 282.22%-284.0pp |
| Employer contribution / active EE | $2,027 | $3,044-33.4% | $2,266-10.5% | $4,866-58.3% |
| Participant deferral / active EE | $5,213 | $4,292+21.5% | $3,560+46.4% | $5,352-2.6% |
| Admin fee / account holder | $1,130 | $7,403-84.7% | $4,821-76.6% | $9,540-88.2% |