Filed January 22, 2002
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 6-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 | $59,166 | $59,805-1.1% | $79,550-25.6% | $68,494-13.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -14.19% | -12.30%-1.9pp | 0.16%-14.4pp | -7.84%-6.3pp |
| Employer contribution / active EE | $8,684 | $1,505+477.0% | $2,413+259.9% | $2,596+234.5% |
| Participant deferral / active EE | $3,623 | $3,024+19.8% | $3,985-9.1% | $4,027-10.0% |
| Admin fee / account holder | $1,706 | $4,835-64.7% | $6,832-75.0% | $5,403-68.4% |