Filed December 12, 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 | $218,145 | $159,934+36.4% | $147,005+48.4% | $145,959+49.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.82% | 98.24%-87.4pp | 418.76%-407.9pp | 561.95%-551.1pp |
| Employer contribution / active EE | $7,866 | $5,287+48.8% | $4,934+59.4% | $4,661+68.8% |
| Participant deferral / active EE | $8,825 | $8,427+4.7% | $8,070+9.4% | $6,689+31.9% |
| Admin fee / account holder | $7,143 | $15,053-52.5% | $13,006-45.1% | $13,398-46.7% |