Filed January 13, 2003
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 | $79,146 | $148,978-46.9% | $200,582-60.5% | $84,808-6.7% |
| Participation rate | 82.1% | 84.2%-2.1pp | 86.9%-4.7pp | 68.3%+13.8pp |
| Annual return | 16.02% | 28.16%-12.1pp | 42.33%-26.3pp | 40.90%-24.9pp |
| Employer contribution / active EE | -$6 | $4,815-100.1% | $6,419-100.1% | $2,631-100.2% |
| Participant deferral / active EE | $6,755 | $7,142-5.4% | $9,331-27.6% | $4,212+60.4% |
| Admin fee / account holder | $4,711 | $13,977-66.3% | $16,305-71.1% | $7,344-35.9% |