Filed August 31, 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 | $60,348 | $85,202-29.2% | $172,739-65.1% | $72,985-17.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.12% | 27.32%-9.2pp | 802.84%-784.7pp | 81.00%-62.9pp |
| Employer contribution / active EE | $4,078 | $3,324+22.7% | $5,143-20.7% | $2,440+67.1% |
| Participant deferral / active EE | $4,211 | $3,260+29.2% | $5,198-19.0% | $3,607+16.7% |
| Admin fee / account holder | $1,263 | $5,884-78.5% | $13,954-91.0% | $5,124-75.4% |