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 | $169,269 | $154,117+9.8% | $129,995+30.2% | $139,434+21.4% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.5%+10.4pp | 80.3%+8.6pp |
| Annual return | 21.76% | 32.48%-10.7pp | -137.18%+158.9pp | 372.94%-351.2pp |
| Employer contribution / active EE | $27,778 | $5,289+425.2% | $4,320+543.1% | $4,751+484.7% |
| Participant deferral / active EE | $13,617 | $6,710+102.9% | $5,820+134.0% | $6,710+102.9% |
| Admin fee / account holder | $21,086 | $14,007+50.5% | $10,614+98.7% | $11,403+84.9% |