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 | $73,787+51.6% | $98,716+13.3% | $82,448+35.7% |
| Participation rate | 96.2% | 61.4%+34.7pp | 69.3%+26.9pp | 68.1%+28.1pp |
| Annual return | 17.50% | 18.57%-1.1pp | 31.81%-14.3pp | 41.64%-24.1pp |
| Employer contribution / active EE | $3,012 | $1,511+99.3% | $2,279+32.2% | $2,551+18.1% |
| Participant deferral / active EE | $5,706 | $3,081+85.2% | $4,048+41.0% | $4,139+37.8% |
| Admin fee / account holder | $4,397 | $6,500-32.4% | $8,703-49.5% | $7,234-39.2% |