Filed December 31, 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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,902 | $105,859-51.0% | $90,160-42.4% | $147,584-64.8% |
| Participation rate | 70.0% | 79.7%-9.7pp | 76.9%-6.9pp | 82.8%-12.8pp |
| Annual return | 15.01% | 37.63%-22.6pp | 34.88%-19.9pp | 578.55%-563.5pp |
| Employer contribution / active EE | $1,117 | $4,126-72.9% | $3,318-66.3% | $4,876-77.1% |
| Participant deferral / active EE | $3,128 | $5,733-45.4% | $5,288-40.8% | $5,439-42.5% |
| Admin fee / account holder | $2,080 | $8,046-74.1% | $5,943-65.0% | $10,885-80.9% |