Filed May 27, 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 | $90,356 | $115,882-22.0% | $100,516-10.1% | $158,922-43.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 16.22% | 34.79%-18.6pp | 30.89%-14.7pp | 302.83%-286.6pp |
| Employer contribution / active EE | $1,787 | $4,103-56.5% | $3,418-47.7% | $4,761-62.5% |
| Participant deferral / active EE | $8,069 | $6,674+20.9% | $6,270+28.7% | $5,982+34.9% |
| Admin fee / account holder | $12,029 | $10,995+9.4% | $8,081+48.9% | $11,246+7.0% |