Filed January 14, 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $310,634 | $92,703+235.1% | $82,719+275.5% | $134,475+131.0% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -10.96% | 944.92%-955.9pp | 701.18%-712.1pp | 417.96%-428.9pp |
| Employer contribution / active EE | $2,877 | $3,274-12.1% | $3,009-4.4% | $4,740-39.3% |
| Participant deferral / active EE | $8,287 | $4,802+72.6% | $4,395+88.6% | $6,400+29.5% |
| Admin fee / account holder | $40,529 | $5,983+577.5% | $5,329+660.6% | $11,426+254.7% |