Filed November 29, 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.)
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 | $111,870 | $74,927+49.3% | $101,794+9.9% | $84,808+31.9% |
| Participation rate | 96.2% | 61.4%+34.8pp | 69.2%+27.0pp | 68.3%+27.8pp |
| Annual return | 17.50% | 18.70%-1.2pp | 30.53%-13.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $3,012 | $1,522+97.9% | $2,289+31.6% | $2,631+14.5% |
| Participant deferral / active EE | $5,706 | $3,099+84.1% | $4,084+39.7% | $4,212+35.5% |
| Admin fee / account holder | $4,397 | $6,514-32.5% | $8,777-49.9% | $7,344-40.1% |