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 | $56,737 | $197,591-71.3% | $177,821-68.1% | $158,922-64.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 13.22% | 58.76%-45.5pp | 48.32%-35.1pp | 302.83%-289.6pp |
| Employer contribution / active EE | $5,133 | $6,697-23.4% | $5,918-13.3% | $4,761+7.8% |
| Participant deferral / active EE | $3,496 | $8,405-58.4% | $7,714-54.7% | $5,982-41.6% |
| Admin fee / account holder | $1,749 | $15,399-88.6% | $12,427-85.9% | $11,246-84.4% |