Filed July 2, 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 | $78,354 | $39,122+100.3% | $57,179+37.0% | $62,891+24.6% |
| Participation rate | 93.2% | 70.5%+22.7pp | 75.3%+17.8pp | 69.3%+23.9pp |
| Annual return | 7.99% | 9.23%-1.2pp | 14.59%-6.6pp | 20.14%-12.2pp |
| Employer contribution / active EE | $2,960 | $1,874+57.9% | $2,682+10.3% | $2,281+29.8% |
| Participant deferral / active EE | $5,896 | $2,374+148.4% | $3,096+90.4% | $3,203+84.1% |
| Admin fee / account holder | $3,094 | $2,592+19.4% | $3,139-1.4% | $4,296-28.0% |