Filed October 28, 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 | $119,864 | $45,035+166.2% | $62,995+90.3% | $70,131+70.9% |
| Participation rate | 94.0% | 69.5%+24.5pp | 74.8%+19.2pp | 69.5%+24.5pp |
| Annual return | 16.66% | 18.76%-2.1pp | 87.57%-70.9pp | 73.14%-56.5pp |
| Employer contribution / active EE | $2,846 | $2,051+38.7% | $2,759+3.2% | $2,342+21.5% |
| Participant deferral / active EE | $5,642 | $2,465+128.9% | $3,329+69.5% | $3,332+69.3% |
| Admin fee / account holder | $5,195 | $2,834+83.3% | $3,600+44.3% | $4,645+11.8% |