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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $745,510 | $105,126+609.2% | $94,646+687.7% | $139,434+434.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 18.03% | 38.03%-20.0pp | 156.71%-138.7pp | 372.94%-354.9pp |
| Employer contribution / active EE | $999 | $4,106-75.7% | $3,672-72.8% | $4,751-79.0% |
| Participant deferral / active EE | $9,388 | $7,599+23.5% | $7,418+26.6% | $6,710+39.9% |
| Admin fee / account holder | $94,907 | $8,984+956.4% | $7,231+1212.5% | $11,403+732.3% |