Filed September 24, 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $265,515 | $150,440+76.5% | $136,294+94.8% | $147,584+79.9% |
| Participation rate | 92.3% | 84.4%+7.9pp | 81.9%+10.4pp | 82.8%+9.5pp |
| Annual return | 16.19% | 1049.08%-1032.9pp | 5155.94%-5139.7pp | 578.55%-562.4pp |
| Employer contribution / active EE | $16,561 | $5,256+215.1% | $4,695+252.7% | $4,876+239.6% |
| Participant deferral / active EE | $13,967 | $6,630+110.7% | $6,247+123.6% | $5,439+156.8% |
| Admin fee / account holder | $16,111 | $10,905+47.7% | $9,243+74.3% | $10,885+48.0% |