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 | $124,343 | $105,859+17.5% | $90,160+37.9% | $147,584-15.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 13.45% | 37.63%-24.2pp | 34.88%-21.4pp | 578.55%-565.1pp |
| Employer contribution / active EE | $2,361 | $4,126-42.8% | $3,318-28.8% | $4,876-51.6% |
| Participant deferral / active EE | $5,786 | $5,733+0.9% | $5,288+9.4% | $5,439+6.4% |
| Admin fee / account holder | $2,966 | $8,046-63.1% | $5,943-50.1% | $10,885-72.8% |