Filed September 5, 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 | $94,177 | $153,772-38.8% | $133,980-29.7% | $273,961-65.6% |
| Participation rate | 94.7% | 88.4%+6.4pp | 87.1%+7.7pp | 83.0%+11.7pp |
| Annual return | 7.61% | 36.51%-28.9pp | 29.30%-21.7pp | 41.45%-33.8pp |
| Employer contribution / active EE | $10,321 | $6,029+71.2% | $5,211+98.0% | $4,869+112.0% |
| Participant deferral / active EE | $4,264 | $6,958-38.7% | $6,282-32.1% | $5,287-19.3% |
| Admin fee / account holder | $2,174 | $11,765-81.5% | $9,324-76.7% | $10,132-78.5% |