Filed March 27, 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 | $162,995 | $86,286+88.9% | $111,297+46.5% | $85,850+89.9% |
| Participation rate | 94.7% | 73.3%+21.4pp | 77.3%+17.4pp | 69.3%+25.4pp |
| Annual return | 60.38% | 19.99%+40.4pp | 54.65%+5.7pp | 318.53%-258.2pp |
| Employer contribution / active EE | $9,764 | $2,043+377.9% | $2,731+257.5% | $2,565+280.6% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $4,670 | $8,188-43.0% | $7,964-41.4% | $6,260-25.4% |