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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,339 | $77,419-41.4% | $69,455-34.7% | $152,861-70.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 3.56% | 39.06%-35.5pp | 28.97%-25.4pp | 345.32%-341.8pp |
| Employer contribution / active EE | $4,611 | $3,315+39.1% | $2,779+65.9% | $4,762-3.2% |
| Participant deferral / active EE | $5,759 | $4,414+30.5% | $3,535+62.9% | $5,850-1.6% |
| Admin fee / account holder | $15,604 | $6,207+151.4% | $3,839+306.4% | $11,596+34.6% |