Filed February 19, 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 | $50,257 | $69,518-27.7% | $59,878-16.1% | $135,375-62.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 9.11% | 7.94%+1.2pp | 3.46%+5.7pp | 519.73%-510.6pp |
| Employer contribution / active EE | $5,210 | $3,235+61.1% | $2,722+91.4% | $4,779+9.0% |
| Participant deferral / active EE | $6,818 | $4,206+62.1% | $3,402+100.4% | $5,609+21.6% |
| Admin fee / account holder | $13,638 | $5,734+137.8% | $3,590+279.8% | $10,827+26.0% |