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 | $62,346 | $185,822-66.4% | $169,993-63.3% | $139,434-55.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.95% | 60.50%-46.5pp | 53.37%-39.4pp | 372.94%-359.0pp |
| Employer contribution / active EE | $4,578 | $7,590-39.7% | $6,785-32.5% | $4,751-3.6% |
| Participant deferral / active EE | $5,570 | $11,622-52.1% | $10,408-46.5% | $6,710-17.0% |
| Admin fee / account holder | $3,255 | $15,381-78.8% | $12,815-74.6% | $11,403-71.4% |