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.)
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 | $97,073 | $106,515-8.9% | $96,683+0.4% | $139,434-30.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 11.28% | 38.43%-27.1pp | 35.69%-24.4pp | 372.94%-361.7pp |
| Employer contribution / active EE | $18,930 | $4,103+361.4% | $3,737+406.6% | $4,751+298.5% |
| Participant deferral / active EE | $2,750 | $5,454-49.6% | $4,878-43.6% | $6,710-59.0% |
| Admin fee / account holder | $3,946 | $7,877-49.9% | $6,730-41.4% | $11,403-65.4% |