Filed October 11, 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 | $45,557 | $67,606-32.6% | $82,313-44.7% | $70,131-35.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 13.25% | 21.57%-8.3pp | 25.88%-12.6pp | 73.14%-59.9pp |
| Employer contribution / active EE | $4,414 | $1,755+151.5% | $2,428+81.8% | $2,342+88.4% |
| Participant deferral / active EE | $2,804 | $2,987-6.1% | $3,706-24.3% | $3,332-15.8% |
| Admin fee / account holder | $618 | $4,512-86.3% | $5,608-89.0% | $4,645-86.7% |