Filed January 8, 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 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 | $160,802 | $115,770+38.9% | $101,248+58.8% | $158,922+1.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 22.12% | 56.14%-34.0pp | 46.47%-24.4pp | 302.83%-280.7pp |
| Employer contribution / active EE | $2,365 | $4,175-43.4% | $3,660-35.4% | $4,761-50.3% |
| Participant deferral / active EE | $3,187 | $4,957-35.7% | $4,370-27.1% | $5,982-46.7% |
| Admin fee / account holder | $501 | $7,245-93.1% | $5,945-91.6% | $11,246-95.5% |