Filed March 25, 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.
Participant 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 | $95,439 | $64,121+48.8% | $78,805+21.1% | $116,875-18.3% |
| Participation rate | 97.1% | 71.0%+26.2pp | 73.6%+23.6pp | 74.5%+22.6pp |
| Annual return | 17.23% | 16.32%+0.9pp | -2.71%+19.9pp | 16.29%+0.9pp |
| Employer contribution / active EE | $4,936 | $2,257+118.6% | $4,059+21.6% | $3,288+50.1% |
| Participant deferral / active EE | $0 | $2,757-100.0% | $3,584-100.0% | $3,885-100.0% |
| Admin fee / account holder | $5,704 | $5,745-0.7% | $5,677+0.5% | $12,263-53.5% |