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 | $104,650 | $99,652+5.0% | $78,778+32.8% | $147,584-29.1% |
| Participation rate | 95.2% | 76.2%+19.0pp | 69.2%+26.0pp | 82.8%+12.4pp |
| Annual return | 16.67% | 47.28%-30.6pp | 35.62%-18.9pp | 578.55%-561.9pp |
| Employer contribution / active EE | $3,349 | $2,796+19.8% | $1,986+68.7% | $4,876-31.3% |
| Participant deferral / active EE | $3,487 | $3,664-4.8% | $2,958+17.9% | $5,439-35.9% |
| Admin fee / account holder | $5,109 | $7,155-28.6% | $5,134-0.5% | $10,885-53.1% |