Filed March 8, 2002 (most recent of 2 filings on file)
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $91,718 | $87,841+4.4% | $133,980-31.5% | $62,891+45.8% |
| Participation rate | 84.6% | 83.4%+1.2pp | 87.1%-2.4pp | 69.3%+15.3pp |
| Annual return | 8.19% | 12.05%-3.9pp | 29.30%-21.1pp | 20.14%-12.0pp |
| Employer contribution / active EE | $0 | $3,483-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $674 | $4,812-86.0% | $6,282-89.3% | $3,203-78.9% |
| Admin fee / account holder | $620 | $5,371-88.5% | $9,324-93.3% | $4,296-85.6% |