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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,437 | $80,968-56.2% | $96,544-63.3% | $75,163-52.9% |
| Participation rate | 79.1% | 71.8%+7.3pp | 76.0%+3.1pp | 67.2%+11.9pp |
| Annual return | 10.32% | 27.06%-16.7pp | 25.84%-15.5pp | 160.62%-150.3pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,187 | $3,928-69.8% | $4,851-75.5% | $4,125-71.2% |
| Admin fee / account holder | $3,646 | $6,724-45.8% | $8,252-55.8% | $5,651-35.5% |