Filed October 1, 2003 (most recent of 2 filings on file)
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $53,698 | $86,286-37.8% | $111,297-51.8% | $85,850-37.5% |
| Participation rate | 87.5% | 73.3%+14.2pp | 77.3%+10.2pp | 69.3%+18.2pp |
| Annual return | 193.16% | 19.99%+173.2pp | 54.65%+138.5pp | 318.53%-125.4pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $776 | $3,641-78.7% | $4,487-82.7% | $3,952-80.4% |
| Admin fee / account holder | $909 | $8,188-88.9% | $7,964-88.6% | $6,260-85.5% |