Filed January 11, 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 | $47,144 | $183,519-74.3% | $155,509-69.7% | $145,922-67.7% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 48.95% | 61.17%-12.2pp | 64.67%-15.7pp | 561.29%-512.3pp |
| Employer contribution / active EE | $3,548 | $5,313-33.2% | $4,672-24.1% | $4,660-23.8% |
| Participant deferral / active EE | $4,910 | $6,462-24.0% | $5,626-12.7% | $6,688-26.6% |
| Admin fee / account holder | $411 | $19,313-97.9% | $15,912-97.4% | $13,397-96.9% |