Filed February 23, 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 | $100,871 | $160,055-37.0% | $140,016-28.0% | $135,375-25.5% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.5%+2.5pp | 82.6%+7.4pp |
| Annual return | -9.80% | 911.38%-921.2pp | 651.12%-660.9pp | 519.73%-529.5pp |
| Employer contribution / active EE | $4,894 | $6,420-23.8% | $5,606-12.7% | $4,779+2.4% |
| Participant deferral / active EE | $10,546 | $7,642+38.0% | $6,927+52.2% | $5,609+88.0% |
| Admin fee / account holder | $2,476 | $13,328-81.4% | $10,705-76.9% | $10,827-77.1% |