Filed March 8, 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 | $111,920 | $162,781-31.2% | $133,956-16.5% | $158,922-29.6% |
| Participation rate | 94.1% | 83.2%+10.9pp | 79.8%+14.3pp | 82.0%+12.2pp |
| Annual return | 33.13% | 41.94%-8.8pp | 45.09%-12.0pp | 302.83%-269.7pp |
| Employer contribution / active EE | $10,958 | $4,975+120.3% | $3,919+179.7% | $4,761+130.2% |
| Participant deferral / active EE | $7,826 | $5,911+32.4% | $5,048+55.1% | $5,982+30.8% |
| Admin fee / account holder | $360 | $11,736-96.9% | $8,927-96.0% | $11,246-96.8% |