Filed December 29, 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 | $76,799 | $93,346-17.7% | $71,796+7.0% | $273,961-72.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 9.57% | 130.39%-120.8pp | 78.04%-68.5pp | 41.45%-31.9pp |
| Employer contribution / active EE | $3,384 | $2,733+23.8% | $1,924+75.8% | $4,869-30.5% |
| Participant deferral / active EE | $3,633 | $3,475+4.5% | $2,794+30.0% | $5,287-31.3% |
| Admin fee / account holder | $307 | $6,571-95.3% | $4,815-93.6% | $10,132-97.0% |