Filed March 8, 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 | $85,702 | $65,365+31.1% | $92,893-7.7% | $72,985+17.4% |
| Participation rate | 81.3% | 68.3%+12.9pp | 76.0%+5.2pp | 69.5%+11.8pp |
| Annual return | 23.71% | 42.10%-18.4pp | 109.41%-85.7pp | 81.00%-57.3pp |
| Employer contribution / active EE | $2,174 | $2,594-16.2% | $3,653-40.5% | $2,440-10.9% |
| Participant deferral / active EE | $4,315 | $3,128+37.9% | $4,236+1.9% | $3,607+19.6% |
| Admin fee / account holder | $1,833 | $4,251-56.9% | $5,794-68.4% | $5,124-64.2% |