Filed August 16, 2002 (most recent of 3 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.
Employer 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 | $174,768 | $83,337+109.7% | $67,834+157.6% | $273,961-36.2% |
| Participation rate | 90.9% | 76.4%+14.5pp | 68.8%+22.1pp | 83.0%+7.9pp |
| Annual return | -2.83% | 259.45%-262.3pp | 138.47%-141.3pp | 41.45%-44.3pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $2,403-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,263 | $4,088+53.2% | $3,160+98.2% | $5,287+18.5% |
| Admin fee / account holder | $1,681 | $6,752-75.1% | $4,622-63.6% | $10,132-83.4% |