Filed September 3, 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 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 | $42,204 | $53,596-21.3% | $90,645-53.4% | $64,186-34.2% |
| Participation rate | 71.4% | 64.5%+6.9pp | 74.0%-2.6pp | 69.6%+1.9pp |
| Annual return | 6.83% | 4.41%+2.4pp | 1.88%+4.9pp | 7.63%-0.8pp |
| Employer contribution / active EE | $586 | $1,503-61.0% | $2,532-76.8% | $2,381-75.4% |
| Participant deferral / active EE | $1,309 | $2,459-46.8% | $3,425-61.8% | $3,470-62.3% |
| Admin fee / account holder | $569 | $3,868-85.3% | $4,994-88.6% | $4,888-88.4% |