Filed July 22, 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 | $71,286 | $137,414-48.1% | $189,513-62.4% | $85,850-17.0% |
| Participation rate | 92.5% | 84.6%+7.9pp | 87.8%+4.7pp | 69.3%+23.2pp |
| Annual return | 13.39% | 38.14%-24.8pp | 555.15%-541.8pp | 318.53%-305.1pp |
| Employer contribution / active EE | $3,291 | $4,344-24.3% | $6,162-46.6% | $2,565+28.3% |
| Participant deferral / active EE | $4,675 | $6,260-25.3% | $8,221-43.1% | $3,952+18.3% |
| Admin fee / account holder | $2,558 | $8,630-70.4% | $12,045-78.8% | $6,260-59.1% |