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 | $111,426 | $106,890+4.2% | $84,015+32.6% | $152,861-27.1% |
| Participation rate | 95.5% | 75.2%+20.2pp | 69.0%+26.4pp | 82.4%+13.0pp |
| Annual return | 22.71% | 104.99%-82.3pp | 71.31%-48.6pp | 345.32%-322.6pp |
| Employer contribution / active EE | $3,103 | $2,734+13.5% | $1,983+56.5% | $4,762-34.8% |
| Participant deferral / active EE | $2,999 | $4,011-25.2% | $3,239-7.4% | $5,850-48.7% |
| Admin fee / account holder | $754 | $8,285-90.9% | $6,101-87.6% | $11,596-93.5% |