Filed October 31, 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.
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 | $27,996 | $105,630-73.5% | $87,507-68.0% | $273,961-89.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 6.71% | 12.25%-5.5pp | 12.21%-5.5pp | 41.45%-34.7pp |
| Employer contribution / active EE | $1,720 | $3,141-45.2% | $2,550-32.5% | $4,869-64.7% |
| Participant deferral / active EE | $3,513 | $3,601-2.4% | $3,149+11.6% | $5,287-33.6% |
| Admin fee / account holder | $1,868 | $4,781-60.9% | $4,221-55.7% | $10,132-81.6% |