Filed July 12, 2001
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $84,743 | $60,349+40.4% | $74,183+14.2% | $62,891+34.7% |
| Participation rate | 76.9% | 72.7%+4.2pp | 76.6%+0.3pp | 69.3%+7.6pp |
| Annual return | 1.76% | 21.37%-19.6pp | 17.74%-16.0pp | 20.14%-18.4pp |
| Employer contribution / active EE | $805 | $1,680-52.1% | $2,370-66.0% | $2,281-64.7% |
| Participant deferral / active EE | $3,498 | $2,856+22.5% | $3,550-1.5% | $3,203+9.2% |
| Admin fee / account holder | $8,147 | $4,261+91.2% | $5,586+45.8% | $4,296+89.7% |