Filed January 4, 2002
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 | $38,566 | $48,364-20.3% | $71,796-46.3% | $62,891-38.7% |
| Participation rate | 95.3% | 60.6%+34.7pp | 69.1%+26.2pp | 69.3%+26.0pp |
| Annual return | 7.14% | 13.16%-6.0pp | 78.04%-70.9pp | 20.14%-13.0pp |
| Employer contribution / active EE | $2,629 | $1,042+152.3% | $1,924+36.6% | $2,281+15.2% |
| Participant deferral / active EE | $2,187 | $2,091+4.6% | $2,794-21.8% | $3,203-31.7% |
| Admin fee / account holder | $2,199 | $3,771-41.7% | $4,815-54.3% | $4,296-48.8% |