Filed October 1, 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 | $58,934 | $85,766-31.3% | $136,294-56.8% | $70,131-16.0% |
| Participation rate | 93.1% | 74.2%+18.9pp | 81.9%+11.2pp | 69.5%+23.6pp |
| Annual return | 16.44% | 31.45%-15.0pp | 5155.94%-5139.5pp | 73.14%-56.7pp |
| Employer contribution / active EE | $1,319 | $2,966-55.5% | $4,695-71.9% | $2,342-43.7% |
| Participant deferral / active EE | $4,238 | $5,051-16.1% | $6,247-32.2% | $3,332+27.2% |
| Admin fee / account holder | $322 | $5,420-94.1% | $9,243-96.5% | $4,645-93.1% |