Filed May 4, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $69,102 | $78,672-12.2% | $109,143-36.7% | $85,850-19.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 7.60% | 25.09%-17.5pp | 25.75%-18.1pp | 318.53%-310.9pp |
| Employer contribution / active EE | $2,909 | $2,735+6.4% | $3,722-21.8% | $2,565+13.4% |
| Participant deferral / active EE | $6,211 | $3,467+79.1% | $4,653+33.5% | $3,952+57.2% |
| Admin fee / account holder | $9,880 | $5,469+80.7% | $6,752+46.3% | $6,260+57.8% |