Filed July 18, 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.
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 | $160,947 | $102,966+56.3% | $90,281+78.3% | $152,861+5.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 19.19% | 95.16%-76.0pp | 78.10%-58.9pp | 345.32%-326.1pp |
| Employer contribution / active EE | $23,306 | $3,139+642.5% | $2,854+716.5% | $4,762+389.4% |
| Participant deferral / active EE | $35,492 | $4,281+729.0% | $3,885+813.5% | $5,850+506.7% |
| Admin fee / account holder | $22,379 | $6,171+262.7% | $5,351+318.2% | $11,596+93.0% |