Filed March 19, 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 | $69,003 | $115,770-40.4% | $101,248-31.8% | $158,922-56.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 6.44% | 56.14%-49.7pp | 46.47%-40.0pp | 302.83%-296.4pp |
| Employer contribution / active EE | $9,337 | $4,175+123.7% | $3,660+155.1% | $4,761+96.1% |
| Participant deferral / active EE | $7,622 | $4,957+53.8% | $4,370+74.4% | $5,982+27.4% |
| Admin fee / account holder | $5,125 | $7,245-29.3% | $5,945-13.8% | $11,246-54.4% |