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 | $492,086 | $217,402+126.3% | $185,823+164.8% | $167,490+193.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.49% | 148.36%-134.9pp | 122.05%-108.6pp | 478.56%-465.1pp |
| Employer contribution / active EE | $28,087 | $5,873+378.2% | $5,167+443.6% | $4,837+480.6% |
| Participant deferral / active EE | $19,880 | $6,356+212.8% | $5,568+257.1% | $6,341+213.5% |
| Admin fee / account holder | $2,597 | $19,811-86.9% | $16,237-84.0% | $12,309-78.9% |