Filed December 22, 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 | $127,839 | $215,361-40.6% | $171,082-25.3% | $273,961-53.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 7.60% | 25.14%-17.5pp | 32.56%-25.0pp | 41.45%-33.9pp |
| Employer contribution / active EE | $5,597 | $4,967+12.7% | $4,002+39.9% | $4,869+15.0% |
| Participant deferral / active EE | $10,661 | $5,543+92.3% | $4,797+122.2% | $5,287+101.6% |
| Admin fee / account holder | $377 | $10,846-96.5% | $8,520-95.6% | $10,132-96.3% |