Filed July 2, 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 | $106,192 | $96,557+10.0% | $80,975+31.1% | $273,961-61.2% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 7.00% | 15.14%-8.1pp | 17.10%-10.1pp | 41.45%-34.5pp |
| Employer contribution / active EE | $2,279 | $4,868-53.2% | $3,714-38.6% | $4,869-53.2% |
| Participant deferral / active EE | $5,796 | $6,598-12.1% | $5,696+1.8% | $5,287+9.6% |
| Admin fee / account holder | $3,201 | $7,492-57.3% | $5,516-42.0% | $10,132-68.4% |