Filed March 17, 2000
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 | $27,047 | $54,541-50.4% | $78,778-65.7% | $70,131-61.4% |
| Participation rate | 89.5% | 60.8%+28.7pp | 69.2%+20.3pp | 69.5%+19.9pp |
| Annual return | 4.47% | 21.07%-16.6pp | 35.62%-31.2pp | 73.14%-68.7pp |
| Employer contribution / active EE | $421 | $1,089-61.3% | $1,986-78.8% | $2,342-82.0% |
| Participant deferral / active EE | $2,276 | $2,210+3.0% | $2,958-23.1% | $3,332-31.7% |
| Admin fee / account holder | $446 | $3,709-88.0% | $5,134-91.3% | $4,645-90.4% |