Filed January 12, 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.)
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 | $47,478 | $106,749-55.5% | $145,433-67.4% | $82,448-42.4% |
| Participation rate | 97.1% | 75.6%+21.5pp | 82.1%+15.0pp | 68.1%+29.1pp |
| Annual return | 14.45% | 27.59%-13.1pp | 66.58%-52.1pp | 41.64%-27.2pp |
| Employer contribution / active EE | $2,135 | $3,444-38.0% | $4,554-53.1% | $2,551-16.3% |
| Participant deferral / active EE | $3,453 | $6,519-47.0% | $7,897-56.3% | $4,139-16.6% |
| Admin fee / account holder | $8,316 | $8,390-0.9% | $13,129-36.7% | $7,234+14.9% |