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 | $70,014 | $73,867-5.2% | $143,757-51.3% | $68,494+2.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -9.28% | 1.01%-10.3pp | -0.04%-9.2pp | -7.84%-1.4pp |
| Employer contribution / active EE | $4,079 | $3,184+28.1% | $4,951-17.6% | $2,596+57.1% |
| Participant deferral / active EE | $4,460 | $3,384+31.8% | $5,637-20.9% | $4,027+10.8% |
| Admin fee / account holder | $6,548 | $5,755+13.8% | $14,673-55.4% | $5,403+21.2% |