Filed February 1, 2003
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 8-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 | $139,126 | $84,527+64.6% | $67,711+105.5% | $125,391+11.0% |
| Participation rate | 92.9% | 74.8%+18.1pp | 67.5%+25.3pp | 83.2%+9.7pp |
| Annual return | -1.28% | 2.57%-3.9pp | 25.41%-26.7pp | 282.22%-283.5pp |
| Employer contribution / active EE | $9,129 | $3,292+177.3% | $2,559+256.7% | $4,866+87.6% |
| Participant deferral / active EE | $0 | $4,429-100.0% | $3,585-100.0% | $5,352-100.0% |
| Admin fee / account holder | $5,304 | $5,340-0.7% | $4,255+24.7% | $9,540-44.4% |