Filed January 3, 2002
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $60,563 | $56,897+6.4% | $84,750-28.5% | $62,891-3.7% |
| Participation rate | 81.2% | 68.5%+12.6pp | 76.6%+4.6pp | 69.3%+11.9pp |
| Annual return | 7.47% | 6.30%+1.2pp | 22.78%-15.3pp | 20.14%-12.7pp |
| Employer contribution / active EE | $421 | $2,400-82.5% | $3,574-88.2% | $2,281-81.5% |
| Participant deferral / active EE | $4,320 | $2,709+59.4% | $3,712+16.4% | $3,203+34.9% |
| Admin fee / account holder | $2,584 | $3,581-27.8% | $5,332-51.5% | $4,296-39.9% |