Filed January 31, 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 | $54,006 | $64,324-16.0% | $118,925-54.6% | $79,858-32.4% |
| Participation rate | 97.0% | 64.9%+32.1pp | 75.4%+21.6pp | 69.6%+27.3pp |
| Annual return | 16.28% | 86.45%-70.2pp | 35.88%-19.6pp | 31.71%-15.4pp |
| Employer contribution / active EE | $1,034 | $1,836-43.7% | $3,263-68.3% | $2,471-58.2% |
| Participant deferral / active EE | $4,431 | $2,824+56.9% | $4,265+3.9% | $3,740+18.5% |
| Admin fee / account holder | $1,640 | $4,040-59.4% | $6,581-75.1% | $5,306-69.1% |