Filed June 1, 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 | $140,156 | $92,703+51.2% | $82,719+69.4% | $134,475+4.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -11.97% | 944.92%-956.9pp | 701.18%-713.2pp | 417.96%-429.9pp |
| Employer contribution / active EE | $4,947 | $3,274+51.1% | $3,009+64.4% | $4,740+4.4% |
| Participant deferral / active EE | $13,619 | $4,802+183.6% | $4,395+209.9% | $6,400+112.8% |
| Admin fee / account holder | $23,897 | $5,983+299.4% | $5,329+348.4% | $11,426+109.1% |