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 | $69,116 | $71,050-2.7% | $93,606-26.2% | $80,856-14.5% |
| Participation rate | 98.1% | 60.4%+37.7pp | 68.7%+29.4pp | 67.6%+30.4pp |
| Annual return | 16.38% | 11.26%+5.1pp | 133.20%-116.8pp | 35.59%-19.2pp |
| Employer contribution / active EE | $9,792 | $1,564+526.2% | $2,420+304.7% | $2,755+255.4% |
| Participant deferral / active EE | $4,417 | $4,034+9.5% | $4,411+0.1% | $4,296+2.8% |
| Admin fee / account holder | $5,183 | $6,945-25.4% | $8,285-37.4% | $6,918-25.1% |