Filed June 27, 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 9-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 | $26,890 | $102,317-73.7% | $146,958-81.7% | $80,856-66.7% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.2%+10.2pp | 67.6%+24.7pp |
| Annual return | 14.60% | 134.76%-120.2pp | 418.34%-403.7pp | 35.59%-21.0pp |
| Employer contribution / active EE | $2,063 | $3,713-44.4% | $4,933-58.2% | $2,755-25.1% |
| Participant deferral / active EE | $6,536 | $6,644-1.6% | $8,070-19.0% | $4,296+52.1% |
| Admin fee / account holder | $1,475 | $7,941-81.4% | $12,998-88.7% | $6,918-78.7% |