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.)
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 | $53,952 | $64,707-16.6% | $112,228-51.9% | $68,494-21.2% |
| Participation rate | 97.5% | 67.2%+30.3pp | 75.1%+22.4pp | 67.9%+29.6pp |
| Annual return | -18.25% | -11.40%-6.9pp | 27.45%-45.7pp | -7.84%-10.4pp |
| Employer contribution / active EE | $3,102 | $2,746+13.0% | $3,635-14.7% | $2,596+19.5% |
| Participant deferral / active EE | $5,353 | $3,565+50.2% | $4,728+13.2% | $4,027+32.9% |
| Admin fee / account holder | $4,070 | $5,232-22.2% | $6,410-36.5% | $5,403-24.7% |