Filed January 8, 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 | $37,946 | $48,364-21.5% | $71,796-47.1% | $62,891-39.7% |
| Participation rate | 70.5% | 60.6%+9.8pp | 69.1%+1.3pp | 69.3%+1.1pp |
| Annual return | 7.26% | 13.16%-5.9pp | 78.04%-70.8pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,810 | $1,042+73.7% | $1,924-5.9% | $2,281-20.6% |
| Participant deferral / active EE | $2,736 | $2,091+30.8% | $2,794-2.1% | $3,203-14.6% |
| Admin fee / account holder | $1,930 | $3,771-48.8% | $4,815-59.9% | $4,296-55.1% |