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.
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 | $201,742 | $91,037+121.6% | $71,671+181.5% | $147,584+36.7% |
| Participation rate | 90.0% | 76.1%+13.9pp | 68.7%+21.3pp | 82.8%+7.2pp |
| Annual return | 8.22% | 20.48%-12.3pp | 20.65%-12.4pp | 578.55%-570.3pp |
| Employer contribution / active EE | $6,692 | $3,327+101.1% | $2,460+172.1% | $4,876+37.2% |
| Participant deferral / active EE | $6,573 | $4,498+46.1% | $3,438+91.2% | $5,439+20.9% |
| Admin fee / account holder | $1,612 | $8,613-81.3% | $5,558-71.0% | $10,885-85.2% |