Filed February 15, 2000 (most recent of 3 filings on file)
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 | $86,545 | $69,977+23.7% | $108,579-20.3% | $62,891+37.6% |
| Participation rate | 82.8% | 72.9%+9.9pp | 79.6%+3.2pp | 69.3%+13.5pp |
| Annual return | 7.05% | 10.73%-3.7pp | -51.70%+58.7pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,882 | $2,135-11.9% | $3,758-49.9% | $2,281-17.5% |
| Participant deferral / active EE | $3,314 | $3,165+4.7% | $4,311-23.1% | $3,203+3.5% |
| Admin fee / account holder | $2,912 | $5,076-42.6% | $7,645-61.9% | $4,296-32.2% |