Filed July 29, 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 | $191,787 | $171,164+12.0% | $127,761+50.1% | $152,861+25.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 16.18% | 23.54%-7.4pp | 26.14%-10.0pp | 345.32%-329.1pp |
| Employer contribution / active EE | $29,672 | $5,447+444.7% | $4,574+548.7% | $4,762+523.1% |
| Participant deferral / active EE | $14,905 | $7,038+111.8% | $6,021+147.5% | $5,850+154.8% |
| Admin fee / account holder | $12,104 | $14,530-16.7% | $9,395+28.8% | $11,596+4.4% |