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.)
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 | $186,765 | $167,484+11.5% | $151,611+23.2% | $134,475+38.9% |
| Participation rate | 91.7% | 88.4%+3.3pp | 87.5%+4.2pp | 81.2%+10.4pp |
| Annual return | 1.91% | 7.80%-5.9pp | 3.33%-1.4pp | 417.96%-416.1pp |
| Employer contribution / active EE | $3,810 | $6,829-44.2% | $6,166-38.2% | $4,740-19.6% |
| Participant deferral / active EE | $5,762 | $8,986-35.9% | $8,363-31.1% | $6,400-10.0% |
| Admin fee / account holder | $7,335 | $13,783-46.8% | $11,616-36.9% | $11,426-35.8% |