Filed May 16, 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 | $47,226 | $53,516-11.8% | $126,539-62.7% | $84,808-44.3% |
| Participation rate | 95.2% | 58.2%+37.0pp | 69.8%+25.4pp | 68.3%+26.9pp |
| Annual return | 17.44% | 58.34%-40.9pp | 425.95%-408.5pp | 40.90%-23.5pp |
| Employer contribution / active EE | $988 | $1,535-35.6% | $3,674-73.1% | $2,631-62.4% |
| Participant deferral / active EE | $6,050 | $2,671+126.5% | $4,083+48.2% | $4,212+43.7% |
| Admin fee / account holder | $3,001 | $4,497-33.3% | $6,065-50.5% | $7,344-59.1% |