Filed January 5, 2001 (most recent of 2 filings on file)
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 | $53,714 | $183,963-70.8% | $162,163-66.9% | $152,861-64.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 18.56% | 150.76%-132.2pp | 115.59%-97.0pp | 345.32%-326.8pp |
| Employer contribution / active EE | $4,009 | $6,371-37.1% | $5,614-28.6% | $4,762-15.8% |
| Participant deferral / active EE | $3,446 | $8,034-57.1% | $7,298-52.8% | $5,850-41.1% |
| Admin fee / account holder | $536 | $13,121-95.9% | $10,843-95.1% | $11,596-95.4% |