Filed August 12, 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.
Participant 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 | $38,673 | $214,378-82.0% | $200,582-80.7% | $142,382-72.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 11.51% | 46.41%-34.9pp | 42.33%-30.8pp | 217.08%-205.6pp |
| Employer contribution / active EE | $1,520 | $6,841-77.8% | $6,419-76.3% | $4,299-64.6% |
| Participant deferral / active EE | $2,917 | $9,865-70.4% | $9,331-68.7% | $6,507-55.2% |
| Admin fee / account holder | $1,596 | $17,692-91.0% | $16,305-90.2% | $12,624-87.4% |