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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,117 | $171,865-88.3% | $149,718-86.6% | $147,584-86.4% |
| Participation rate | 90.0% | 88.2%+1.8pp | 87.1%+2.9pp | 82.8%+7.2pp |
| Annual return | 12.23% | 2113.22%-2101.0pp | 1501.63%-1489.4pp | 578.55%-566.3pp |
| Employer contribution / active EE | $2,149 | $6,275-65.8% | $5,445-60.5% | $4,876-55.9% |
| Participant deferral / active EE | $1,658 | $7,271-77.2% | $6,569-74.8% | $5,439-69.5% |
| Admin fee / account holder | $1,552 | $13,799-88.8% | $11,283-86.2% | $10,885-85.7% |