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 | $89,744 | $67,606+32.7% | $82,313+9.0% | $70,131+28.0% |
| Participation rate | 81.8% | 72.8%+9.0pp | 76.9%+4.9pp | 69.5%+12.3pp |
| Annual return | 4.23% | 21.57%-17.3pp | 25.88%-21.6pp | 73.14%-68.9pp |
| Employer contribution / active EE | $913 | $1,755-48.0% | $2,428-62.4% | $2,342-61.0% |
| Participant deferral / active EE | $3,891 | $2,987+30.3% | $3,706+5.0% | $3,332+16.8% |
| Admin fee / account holder | $16,413 | $4,512+263.8% | $5,608+192.7% | $4,645+253.3% |