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 | $75,349 | $84,696-11.0% | $75,696-0.5% | $167,490-55.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 24.31% | 199.36%-175.0pp | 104.53%-80.2pp | 478.56%-454.2pp |
| Employer contribution / active EE | $4,664 | $3,230+44.4% | $2,743+70.1% | $4,837-3.6% |
| Participant deferral / active EE | $6,445 | $4,580+40.7% | $3,821+68.6% | $6,341+1.6% |
| Admin fee / account holder | $11,447 | $5,355+113.8% | $3,619+216.3% | $12,309-7.0% |