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 | $39,640 | $107,791-63.2% | $90,645-56.3% | $135,375-70.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -8.49% | -0.90%-7.6pp | 1.88%-10.4pp | 519.73%-528.2pp |
| Employer contribution / active EE | $2,428 | $3,018-19.6% | $2,532-4.1% | $4,779-49.2% |
| Participant deferral / active EE | $6,681 | $3,872+72.5% | $3,425+95.1% | $5,609+19.1% |
| Admin fee / account holder | $441 | $5,930-92.6% | $4,994-91.2% | $10,827-95.9% |