Filed July 16, 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.
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $397,517 | $209,411+89.8% | $178,490+122.7% | $158,922+150.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.79% | 188.75%-176.0pp | 151.07%-138.3pp | 302.83%-290.0pp |
| Employer contribution / active EE | $26,260 | $5,706+360.2% | $5,011+424.1% | $4,761+451.6% |
| Participant deferral / active EE | $18,455 | $5,954+210.0% | $5,202+254.8% | $5,982+208.5% |
| Admin fee / account holder | $9,598 | $17,074-43.8% | $13,984-31.4% | $11,246-14.6% |