Filed December 17, 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.)
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 | $112,833 | $135,952-17.0% | $123,892-8.9% | $273,961-58.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -4.51% | 56.63%-61.1pp | 47.52%-52.0pp | 41.45%-46.0pp |
| Employer contribution / active EE | $8,824 | $5,170+70.7% | $4,617+91.1% | $4,869+81.2% |
| Participant deferral / active EE | $10,968 | $6,343+72.9% | $5,984+83.3% | $5,287+107.5% |
| Admin fee / account holder | $1,303 | $9,817-86.7% | $8,357-84.4% | $10,132-87.1% |